Sponsor portfolio
WALLMAN FINANCIAL LLC
EIN 27-1578371Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$136K assets
Welfare
0
Participants
3
300 S. MADISON AVE, SUITE 375 - GREENWOOD, IN 46142317-885-9859
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 | WALLMAN FINANCIAL 401(K) PLAN | 401k | $136K | 3 | 2024 |
Retirement plans