Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
WAFFORD FINANCIAL, LLC
EIN 93-4923293Transportation and WarehousingLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
17
382 COUNTY ROAD NW 1010 - MOUNT VERNON, TX 75457903-588-4294
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WAFFORD FINANCIAL, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$971K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WAFFORD FINANCIAL, LLC 401K PROFIT SHARING PLAN
ProfitSharing
Assets$178K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WAFFORD FINANCIAL, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $971K | 6 | 2024 | |
| 001 | WAFFORD FINANCIAL, LLC 401K PROFIT SHARING PLAN | ProfitSharing | $178K | 11 | 2024 |
Retirement plans