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WEINSTEIN-WILKES FINANCIAL GROUP, LLC

EIN 26-3002321-investment banking-Latest filing 2024
Plans
1
Retirement
1
$7.8M assets
Welfare
0
Participants
6
13720 SIX MILE CYPRESS PARKWAY,, SUITE 1 - FORT MYERS, FL 33912239-768-1490LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$7.8M - 6 part

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Retirement#001

WEINSTEIN-WILKES FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.8M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEINSTEIN-WILKES FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$7.8M62024
Retirement plans
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