WF Stevens Financial Advisors (EIN 20-0411628) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $256K in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WF Stevens Financial Advisors 401(k) Profit Sharing Plan & Trust | 001 | 5 | $256K |
20-0411628 is the Employer Identification Number (EIN) WF Stevens Financial Advisors reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
