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SET FINANCIAL CORP

EIN 26-1739027-financial services-Latest filing 2025
Plans
1
Retirement
1
$250K assets
Welfare
0
Participants
5
1213 W. MOREHEAD ST., 5TH FLOOR - CHARLOTTE, NC 28208800-803-2510setfinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$250K - 5 part

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Retirement#001

SET FINANCIAL 401(K) PLAN

401k

Assets$250K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SET FINANCIAL 401(K) PLAN401k$250K52025
Retirement plans
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