Filings through .
Sponsor portfolio
Vestgen Wealth Partners, LLC
EIN 99-3069751Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$4.5M assets
Welfare
0
Participants
137
213 WEST UNION AVENUE - WHEATON, IL 60187203-648-1851
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 | VESTGEN WEALTH PARTNERS 401(K) PLAN | 401(k) | $4.5M | 137 | 2025 |
Retirement plans