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Sponsor portfolio

JAY K. WALLICK, CFP

EIN 84-1696663-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$15.9M assets
Welfare
0
Participants
3
15884 N SILENT MOON LANE - PRESCOTT, AZ 86305626-975-6457
Plans on this EIN
1 filing
#001401k-$15.9M - 3 part

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Retirement#001

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

401k

Assets$15.9M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAY K. WALLICK, CFP 401(K) PROFIT SHARING PLAN401k$15.9M32024
Retirement plans
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