Sponsor portfolio
NANCY WOLFE-SMITH INSURANCE AGENCY, INC.
EIN 20-1999691insuranceLatest filing 2025
Plans
1
Retirement
1
$825K assets
Welfare
0
Participants
18
8744 LANTANA RD, STE 120 - LAKE WORTH, FL 33467954-358-2886nancywolfesmith.comLinkedIn11-50 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 | NANCY WOLFE-SMITH INSURANCE AGENCY, INC 401(K) | 401k | $825K | 18 | 2025 |
Retirement plans