Sponsor portfolio
WALTERS INSURANCE AGENCY, INC
EIN 56-2003473Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$708K assets
Welfare
0
Participants
7
3207 ROGERS RD, SUITE 100 - WAKE FOREST, NC 27587919-554-0267
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WALTERS INSURANCE AGENCY, INC 401(K) PLAN | 401k | $708K | 7 | 2024 |
Retirement plans