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TSMF LLC DBA CUSTOM WEALTH PLANNERS

EIN 88-1232955-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$240K assets
Welfare
0
Participants
2
1680 SW ANKENY RD - ANKENY, IA 50023515-480-2257
Plans on this EIN
1 filing
#001401k-$240K - 2 part

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Retirement#001

TSMF LLC DBA CUSTOM WEALTH PLANNERS 401(K) PLAN

401k

Assets$240K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TSMF LLC DBA CUSTOM WEALTH PLANNERS 401(K) PLAN401k$240K22025
Retirement plans
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