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WADE FINANCIAL ADVISORY, INC.

EIN 77-0297228-financial services-Latest filing 2024
Plans
1
Retirement
1
$6.7M assets
Welfare
0
Participants
17
2105 S. BASCOM AVENUE, SUITE 110 - CAMPBELL, CA 95008408-369-7399wadefa.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#003401k-$6.7M - 17 part

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Retirement#003

WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$6.7M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN401k$6.7M172024
Retirement plans
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