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WF STEVENS FINANCIAL ADVISORS

EIN 20-0411628-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$256K assets
Welfare
0
Participants
5
518 E WHITEHOUSE CANYON RD STE 110 - GREEN VALLEY, AZ 856140540520-393-0924
Plans on this EIN
1 filing
#001401k-$256K - 5 part

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Retirement#001

WF STEVENS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$256K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WF STEVENS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST401k$256K52025
Retirement plans
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