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WEISE FINANCIAL SERVICES

EIN 46-1613395-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
7
884 3RD STREET SUITE A - SANTA ROSA, CA 95404707-284-2975
Plans on this EIN
1 filing
#001401k-$1.2M - 7 part

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Retirement#001

WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN

401k

Assets$1.2M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN401k$1.2M72025
Retirement plans
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