First Wealth Financial Group

EIN 92-1633758financial servicesLatest filing 2025

Plans

Retirement

$222K assets

Welfare

Participants

1210 19TH AVE NW - CLINTON, IA 52732563-242-1885firstwealthfinancialgroup.comLinkedIn11-50 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$222K - 9 part

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Retirement#001

FIRST WEALTH FINANCIAL GROUP 401(K) PLAN

401(k)

Assets$222K

Participants9

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	FIRST WEALTH FINANCIAL GROUP 401(K) PLAN	401(k)	$222K	9	2025

Retirement plans

Filings through Sep 24, 2026.

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