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Filings through Oct 24, 2026.

Wall Street Access

EIN 13-3057481-financial services-Latest filing 2025
Plans
1
Retirement
1
$17.9M assets
Health & Benefits
0
Participants
67
100 WALL STREET SUITE 804 - NEW YORK, NY 100053701212-709-9420wsaccess.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$17.9M - 67 part

Plan summaries

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

Retirement#001

WALL STREET ACCESS 401(K) SAVINGS AND RETIREMENT PLAN

401(k)

Assets$17.9M
Participants67
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
#001WALL STREET ACCESS 401(K) SAVINGS AND RETIREMENT PLAN401(k)$17.9M672025
  • WALL STREET ACCESS 401(K) SAVINGS AND RETIREMENT PLAN$17.9M
    #001 · 401(k) · 202567
Retirement plans
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