Sponsor portfolio
JON WEILBAKER & ASSOCIATES, INC.
EIN 56-2299106Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$110K assets
Welfare
0
Participants
2
648 CRESCENT AVENUE - SARATOGA SPRINGS, NY 12866917-842-6201
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 | |
|---|---|---|---|---|---|---|
| 001 | JON WEILBAKER & ASSOCIATES, INC. RETIREMENT TRUST | 401k | $110K | 2 | 2025 |
Retirement plans