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WAYPOINT FINANCIAL ADVISORS

EIN 88-0713104-financial services-Latest filing 2025
Plans
1
Retirement
1
$391K assets
Welfare
0
Participants
3
49 BAY DRIVE - KEY WEST, FL 33040305-735-3051waypointfinancialadvisor.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$391K - 3 part

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Retirement#001

WAYPOINT FINANCIAL ADVISORS 401(K) PLAN

401k

Assets$391K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WAYPOINT FINANCIAL ADVISORS 401(K) PLAN401k$391K32025
Retirement plans
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