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  2. Wilson Financial LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Wilson Financial LLC

EIN 87-3417993-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$156K assets
Welfare
0
Participants
2
54505 26TH ST STE E - SOUTH BEND, IN 466351961574-310-0659
Plans on this EIN
1 filing
#001401(k)-$156K - 2 part

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Retirement#001

WILSON FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$156K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILSON FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$156K22025
Retirement plans
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