OpenERISA

Whz Strategic Wealth, LLC

Pomfret Center, CT, 06259

EIN 20-5462624
Plans
1
Total participants
60
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523120
Plan sponsors in ConnecticutFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Whz Strategic Wealth Advisors 401(K) Profit Sharing Plan14
2023Form 5500-SF001Weiss, Hale & Zahansky 401(K) P/S Plan15
2022Form 5500-SF001Weiss, Hale & Zahansky 401(K) P/S Plan14
2021Form 5500-SF001Weiss, Hale & Zahansky 401(K) P/S Plan10
2020Form 5500-SF001Weiss, Hale & Zahansky 401(K) P/S Plan7

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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