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THIRD ACT WEALTH MANAGEMENT

EIN 92-2730017-financial services-Latest filing 2025
Plans
1
Retirement
1
$97K assets
Welfare
0
Participants
5
8150 N CENTRAL EXPY STE 1420 - DALLAS, TX 752060509859-420-7754thirdactwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$97K - 5 part

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Retirement#001

THIRD ACT WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$97K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THIRD ACT WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST401k$97K52025
Retirement plans
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