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DAVID WENDELL ASSOCIATES, INC.

EIN 01-0379030-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
8
1 NEW HAMPSHIRE AVE STE 300 - PORTSMOUTH, NH 038012904603-427-0200davidwendell.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$3.3M - 8 part

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Retirement#002

DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.3M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$3.3M82025
Retirement plans
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