Sponsor portfolio
DENNIS W. WILSON INSURANCE AGENCY DBA WILSON FINANCIAL SERVICES
EIN 33-0194197Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$43K assets
Welfare
0
Participants
11
12419 LEWIS STREET #101 - GARDEN GROVE, CA 92840714-705-1900
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 | WILSON FINANCIAL 401(K) PLAN | 401k | $43K | 11 | 2025 |
Retirement plans