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  1. Companies/
  2. The Wolter Agency Advisory Group

Filings through Oct 24, 2026.

The Wolter Agency Advisory Group

EIN 81-4879171-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$302 assets
Health & Benefits
0
Participants
2
1050 CAMBRIDGE SQUARE, STE C - ALPHARETTA, GA 30009678-665-7601
Plans on this EIN
1 filing
#001401(k)-$302 - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

THE WOLTER AGENCY ADVISORY GROUP 401(K) PLAN

401(k)

Assets$302
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE WOLTER AGENCY ADVISORY GROUP 401(K) PLAN401(k)$30222025
  • THE WOLTER AGENCY ADVISORY GROUP 401(K) PLAN$302
    #001 · 401(k) · 20252
Retirement plans
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