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WRIGHT, FINNEGAN AND CARTER INSURANCE ASSOCIATES

EIN 81-2100586-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$154K assets
Welfare
0
Participants
7
23001 LA PALMA AVENUE, SUITE 100 - YORBA LINDA, CA 92887714-283-1999wfcinsurance.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$154K - 7 part

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Retirement#001

WFC INSURANCE ASSOCIATES 401(K) PLAN

401k

Assets$154K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WFC INSURANCE ASSOCIATES 401(K) PLAN401k$154K72025
Retirement plans
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