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  1. Companies/
  2. H2O Wealth Management, LLC

Filings through Oct 24, 2026.

H2O Wealth Management, LLC

EIN 88-2000086-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.2M assets
Health & Benefits
0
Participants
4
11808 MIRACLE HILLS DRIVE, SUITE 10 - OMAHA, NE 68154402-445-6425
Plans on this EIN
1 filing
#001401(k)-$2.2M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

H2O WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PLAN

401(k)

Assets$2.2M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001H2O WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PLAN401(k)$2.2M42025
  • H2O WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PLAN$2.2M
    #001 · 401(k) · 20254
Retirement plans
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