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THE FINANCIAL GUYS

EIN 16-1614171-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.2M assets
Welfare
0
Participants
51
305 SPINDRIFT DRIVE - WILLIAMSVILLE, NY 14221716-633-1515thefinancialguys.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.2M - 51 part

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Retirement#001

THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY

401k

Assets$4.2M
Participants51
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY401k$4.2M512025
Retirement plans
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