M&B UDAL Financial Advisor DBA Waypoint Wealth Solutions (EIN 40-0031089) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $94K in plan assets and 1 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Waypoint Wealth Solutions 401(k) Plan | 001 | 1 | $94K |
40-0031089 is the Employer Identification Number (EIN) M&B UDAL Financial Advisor DBA Waypoint Wealth Solutions 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 Connecticut EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
