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WELLS FINANCIAL PARTNERS, LLC

EIN 20-3152345-financial services-Latest filing 2024
Plans
1
Retirement
1
$186K assets
Welfare
0
Participants
3
197 1ST AVE STE 350 - NEEDHAM HEIGHTS, MA 02494617-969-0042wellsfinancialpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$186K - 3 part

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Retirement#001

WELLS FINANCIAL PARTNERS, LLC 401(K) PS PLAN

401k

Assets$186K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLS FINANCIAL PARTNERS, LLC 401(K) PS PLAN401k$186K32024
Retirement plans
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