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WBH ADVISORY, INC.

EIN 52-1470972-financial services-Latest filing 2025
Plans
1
Retirement
1
$8.5M assets
Welfare
0
Participants
16
1829 REISTERSTOWN ROAD, SUITE 225 - PIKESVILLE, MD 21208410-653-7979wbhadvisory.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#003401k-$8.5M - 16 part

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Retirement#003

WBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST

401k

Assets$8.5M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003WBH ADVISORY, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST401k$8.5M162025
Retirement plans
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