OpenERISA

Wealth Management Solutions, LLC

Scottsdale, AZ, 85260

EIN 41-2177250
Plans
2
Total participants
46
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in ArizonaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Wealth Management Solutions, LLC 401(K) Plan4
2024Form 5500-SF002Wealth Management Solutions, LLC Cash Balance Plan4
2023Form 5500-SF001Wealth Management Solutions, LLC 401(K) Plan5
2023Form 5500-SF002Wealth Management Solutions, LLC Cash Balance Plan5
2022Form 5500-SF001Wealth Management Solutions, LLC 401(K) Plan5
2022Form 5500-SF002Wealth Management Solutions, LLC Cash Balance Plan5
2021Form 5500-SF001Wealth Management Solutions, LLC 401(K) Plan4
2021Form 5500-SF002Wealth Management Solutions, LLC Cash Balance Plan4
2020Form 5500-SF001Wealth Management Solutions, LLC 401(K) Plan5
2020Form 5500-SF002Wealth Management Solutions, LLC Cash Balance Plan5

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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