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  2. M&B Udal Financial Advisor Dba Waypoint Wealth Solutions

Filings through Oct 24, 2026.

M&B Udal Financial Advisor Dba Waypoint Wealth Solutions

EIN 40-0031089-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$94K assets
Health & Benefits
0
Participants
1
ONE OLD MOUNTAIN ROAD - FARMINGTON, CT 06032860-470-0245
Plans on this EIN
1 filing
#001401(k)-$94K - 1 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WAYPOINT WEALTH SOLUTIONS 401(K) PLAN

401(k)

Assets$94K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WAYPOINT WEALTH SOLUTIONS 401(K) PLAN401(k)$94K12025
  • WAYPOINT WEALTH SOLUTIONS 401(K) PLAN$94K
    #001 · 401(k) · 20251
Retirement plans
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