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  2. David Wendell Associates, Inc.

Filings through Oct 24, 2026.

David Wendell Associates, Inc.

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

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

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

401(k)

Assets$3.3M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST401(k)$3.3M82025
  • DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST$3.3M
    #002 · 401(k) · 20258
Retirement plans
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