Sponsor portfolio
WHEATLEY AGENCY, INC.
EIN 11-2280101insuranceLatest filing 2024
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
8
377 OAK STREET, 2ND FLOOR - GARDEN CITY, NY 11530516-745-0072wheatleyagency.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHEATLEY AGENCY, INC./NATIONAL CLAIMS ADMINISTRATORS, INC. 401(K) SAVINGS PLAN | 401k | $2.3M | 8 | 2024 |
Retirement plans