Sponsor portfolio
WILSON FINANCIAL GROUP, LLC
EIN 62-1663584Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$243K assets
Welfare
0
Participants
3
5409 MARYLAND WAY STE 110 - BRENTWOOD, TN 370271083615-301-5050
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 | WILSON FINANCIAL GROUP, LLC 401K PLAN | 401k | $243K | 3 | 2025 |
Retirement plans