Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WISDOM RESOURCES LLC
EIN 03-0492650consumer goodsLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 6 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
WISDOM RESOURCES LLC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WISDOM RESOURCES INDIVIDUAL 401(K) PLAN
401k
Assets$1.4M
Participants3
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 | WISDOM RESOURCES LLC CASH BALANCE PLAN | CashBalance | $2.0M | 3 | 2024 | |
| 001 | WISDOM RESOURCES INDIVIDUAL 401(K) PLAN | 401k | $1.4M | 3 | 2024 |
Retirement plans