Sponsor portfolio
TROTTER WEALTH MANAGEMENT GROUP
EIN 88-0575092financial servicesLatest filing 2024
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
6
14 EXECUTIVE COURT, SUITE 3 - SOUTH BARRINGTON, IL 600109511708-280-4196trotterwmg.comLinkedIn1-10 employeesfinancial services
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 | TROTTER WEALTH MANAGEMENT GROUP 401(K) PLAN | 401k | $3.0M | 6 | 2024 |
Retirement plans