Sponsor portfolio
WARNER FINANCIAL, INC.
EIN 20-2676231Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
4
4550 MONTGOMERY AVENUE, SUITE 352 N - BETHESDA, MD 20814301-961-9505
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 | WARNER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.3M | 4 | 2024 |
Retirement plans