Sponsor portfolio
WEALTHCHARTER, INC.
EIN 90-0057946Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$910K assets
Welfare
0
Participants
3
1250 SW STATE ST. - ANKENY, IA 50023515-964-9671
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 | WEALTHCHARTER, INC. 401(K) PLAN | 401k | $910K | 3 | 2025 |
Retirement plans