Sponsor portfolio
PLANWISER TAX, LLC
EIN 93-1499737accountingLatest filing 2025
Plans
1
Retirement
1
$255K assets
Welfare
0
Participants
15
620 SOUTH CASCADE AVENUE, SUITE 300 - COLORADO SPRINGS, CO 80903719-633-6150planwiser.comLinkedIn1-10 employeesaccounting
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 | PLANWISER TAX 401(K) PLAN | 401k | $255K | 15 | 2025 |
Retirement plans