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BNA WEALTH, INC.

EIN 56-1902157-investment management-Latest filing 2025
Plans
1
Retirement
1
$972K assets
Welfare
0
Participants
10
596 HERRONS FERRY RD., SUITE 300 - ROCK HILL, SC 29730803-324-7100bnawealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#003401k-$972K - 10 part

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Retirement#003

BNA WEALTH, INC. 401(K) PLAN

401k

Assets$972K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BNA WEALTH, INC. 401(K) PLAN401k$972K102025
Retirement plans
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