Sponsor portfolio
WALLS FINANCIAL GROUP, LLC
EIN 45-4150337financial servicesLatest filing 2024
Plans
1
Retirement
1
$517K assets
Welfare
0
Participants
7
435 WEST 23RD STREET, SUITE 1BB - NEW YORK, NY 10011212-372-3403wallsfinancial.comLinkedIn1-10 employeesfinancial services
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 | WALLS FINANCIAL GROUP, LLC 401(K) PLAN | 401k | $517K | 7 | 2024 |
Retirement plans