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  2. Waller Creek Wealth Management

Filings through Oct 24, 2026.

Sponsor portfolio

Waller Creek Wealth Management

EIN 99-0809123-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$23K assets
Welfare
0
Participants
2
4903 LYONS RD - AUSTIN, TX 787024137512-763-6972
Plans on this EIN
1 filing
#001401(k)-$23K - 2 part

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Retirement#001

WALLER CREEK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$23K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALLER CREEK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST401(k)$23K22024
Retirement plans
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