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Sponsor portfolio

WELLER & ASSOCIATES, INC.

EIN 54-1967407-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
8
11539 NUCKOLS ROAD, SUITE B - GLEN ALLEN, VA 23059804-357-4607
Plans on this EIN
1 filing
#001401k-$2.7M - 8 part

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Retirement#001

WELLER & ASSOCIATES, INC 401(K) P/S PLAN

401k

Assets$2.7M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLER & ASSOCIATES, INC 401(K) P/S PLAN401k$2.7M82025
Retirement plans
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