OpenERISA

Sherpa Wealth Strategies, LLC

Bend, OR, 97701

EIN 45-3370518
Plans
1
Total participants
23
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OregonFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Sherpa Wealth Strategies, LLC Retirement Plan6
2023Form 5500-SF001Sherpa Wealth Strategies, LLC Retirement Plan5
2022Form 5500-SF001Sherpa Wealth Strategies, LLC Retirement Plan4
2021Form 5500-SF001Sherpa Wealth Strategies, LLC Retirement Plan4
2020Form 5500-SF001Sherpa Wealth Strategies, LLC Retirement Plan4

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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