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  2. Jay K. Wallick, CFP

Filings through Oct 24, 2026.

Jay K. Wallick, CFP

EIN 84-1696663-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$19.6M assets
Health & Benefits
0
Participants
3
15884 N SILENT MOON LANE - PRESCOTT, AZ 86305626-975-6457
Plans on this EIN
1 filing
#001401(k)-$19.6M - 3 part

Plan summaries

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

Retirement#001

JAY K. WALLICK, CFP 401(K) PROFIT SHARING PLAN

401(k)

Assets$19.6M
Participants3
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
#001JAY K. WALLICK, CFP 401(K) PROFIT SHARING PLAN401(k)$19.6M32025
  • JAY K. WALLICK, CFP 401(K) PROFIT SHARING PLAN$19.6M
    #001 · 401(k) · 20253
Retirement plans
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