Sponsor portfolio
FUNDAMENTAL WEALTH DESIGNS LLC
EIN 92-3611590financial servicesLatest filing 2025
Plans
1
Retirement
1
$243K assets
Welfare
0
Participants
12
1095 CREEKSIDE XING - STILLWATER, MN 55082734-395-3463fundamentalwd.comLinkedIn1-10 employeesfinancial services
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 | FUNDAMENTAL WEALTH DESIGNS LLC 401(K) PLAN | 401k | $243K | 12 | 2025 |
Retirement plans