WFA Asset Management Corp. (EIN 39-1659836) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.9M in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WFA Asset Management Corp. 401(k) Profit Sharing Plan | 002 | 8 | $2.8M |
| WFA Asset Management Corp. Cash Balance Plan | 001 | 6 | $1.1M |
39-1659836 is the Employer Identification Number (EIN) WFA Asset Management Corp. 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 Wisconsin EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
