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BRENT FORREST & ASSOCIATES, LLC

EIN 74-2757141-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
10
366 W. SUNSET ROAD, BUILDING 4 - SAN ANTONIO, TX 78209210-759-3156brentforrest.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.7M - 10 part

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Retirement#001

WELA FINANCIAL ADVISORY 401(K) PLAN

401k

Assets$2.7M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELA FINANCIAL ADVISORY 401(K) PLAN401k$2.7M102025
Retirement plans
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