Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEO WOLLEMAN, INC.
EIN 13-1611364luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
28
31 SOUTH STREET, SUITE 4-N-3 - MOUNT VERNON, NY 10550212-840-1881leowolleman.comLinkedIn11-50 employeesluxury goods & jewelry
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 28 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#001
LEO WOLLEMAN, INC. PROFIT-SHARING PLAN
ProfitSharing
Assets$6.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LEO WOLLEMAN, INC. 401(K) PLAN
401k
Assets$2.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEO WOLLEMAN, INC. PROFIT-SHARING PLAN | ProfitSharing | $6.2M | 13 | 2025 | |
| 003 | LEO WOLLEMAN, INC. 401(K) PLAN | 401k | $2.3M | 15 | 2025 |
Retirement plans