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PHILPOTT, BALL & WERNER, INC.

EIN 56-1723301-investment banking-Latest filing 2025
Plans
1
Retirement
1
$8.9M assets
Welfare
0
Participants
11
11325 NORTH COMMUNITY HOUSE ROAD, SUITE 430 - CHARLOTTE, NC 28277704-358-8094pbandw.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$8.9M - 11 part

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Retirement#001

PROFIT SHARING RETIREMENT PLAN OF PHILPOTT, BALL & WERNER, INC.

401k

Assets$8.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROFIT SHARING RETIREMENT PLAN OF PHILPOTT, BALL & WERNER, INC.401k$8.9M112025
Retirement plans
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