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  2. Select Wealth Partners, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Select Wealth Partners, LLC

EIN 88-4385447-financial services-Latest filing 2025
Plans
1
Retirement
1
$444K assets
Welfare
0
Participants
8
12 EVERGREEN DRIVE - MIDDLETOWN, NY 10940845-343-2244selectwealthpartners.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$444K - 8 part

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Retirement#001

SELECT WEALTH PARTNERS, LLC 401(K) PLAN

401(k)

Assets$444K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SELECT WEALTH PARTNERS, LLC 401(K) PLAN401(k)$444K82025
Retirement plans
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