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Sponsor portfolio

ERICA WILSON, INC.

EIN 13-1986103-pharmaceuticals-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
10
130 SUNRISE AVE., APT 619 - PALM BEACH, FL 33480904-613-6414ericalyons.comLinkedIn1-10 employeespharmaceuticals
Plans on this EIN
2 filings
#002TraditionalDB-$1.0M - 6 part#001401k-$825K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • WILSON, INC. PENSION (#002)55%
  • 401 K PLAN (#001)45%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WILSON, INC. PENSION (#002)6
  • 401 K PLAN (#001)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ERICA WILSON, INC. PENSION PLAN

TraditionalDB

Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ERICA WILSON, INC. 401 K PLAN

401k

Assets$825K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ERICA WILSON, INC. PENSION PLANTraditionalDB$1.0M62025
001ERICA WILSON, INC. 401 K PLAN401k$825K42025
Retirement plans
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