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WAKE FINANCIAL GROUP, INC.

EIN 75-1961778-financial services-Latest filing 2025
Plans
1
Retirement
1
$874K assets
Welfare
0
Participants
6
P.O. BOX 536029 - GRAND PRAIRIE, TX 75053972-641-6636wakefinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$874K - 6 part

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Retirement#001

WAKE FINANCIAL GROUP, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$874K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WAKE FINANCIAL GROUP, INC. PROFIT SHARING PLAN AND TRUST401k$874K62025
Retirement plans
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