Sponsor portfolio
PURSUIT WEALTH GROUP
EIN 88-0794116financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
16
950 ESSINGTON RD, STE 2A - JOLIET, IL 60435815-922-6453pursuitwealthgroup.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 | PURSUIT WEALTH GROUP 401(K) PLAN AND TRUST | 401k | $1.3M | 16 | 2025 |
Retirement plans