Sponsor portfolio
ELEMENT WEALTH PLANNING LLC
EIN 99-2021732financial servicesLatest filing 2025
Plans
1
Retirement
1
$79K assets
Welfare
0
Participants
4
120 S BEDFORD ST. - GEORGETOWN, DE 19947302-515-1884elementwealthplanning.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 | ELEMENT WEALTH PLANNING LLC 401K PLAN | 401k | $79K | 4 | 2025 |
Retirement plans