Filings through .
Sponsor portfolio
Dennis Wealth Management
EIN 87-3710993Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$126K assets
Welfare
0
Participants
2
4444 N. BELLVIEW AVENUE SUITE 202 - GLADSTONE, MO 64116816-589-3923
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DENNIS WEALTH MANAGEMENT 401(K) PLAN | 401(k) | $126K | 2 | 2025 |
Retirement plans