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WOODWARD FINANCIAL ADVISORS, INC.

EIN 27-0229194-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
15
1504 E. FRANKLIN STREET, SUITE 105 - CHAPEL HILL, NC 27514919-929-2495woodwardadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.0M - 15 part

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Retirement#001

WOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN

401k

Assets$1.0M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOODWARD FINANCIAL ADVISORS, INC. 401(K) PLAN401k$1.0M152024
Retirement plans
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