Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
WALL STREET STRATEGIES, INC.
EIN 13-3645876investment bankingLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
19
156 HIGHWOOD AVENUE - TENAFLY, NJ 07670212-622-7510wallstreetcares.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 19 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
WALL STREET STRATEGIES, INC. CASH BALANCE PLAN
TraditionalDB
Assets$4.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WALL STREET STRATEGIES, INC. 401K PLAN
401k
Assets$4.2M
Participants11
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 | WALL STREET STRATEGIES, INC. CASH BALANCE PLAN | TraditionalDB | $4.3M | 8 | 2025 | |
| 001 | WALL STREET STRATEGIES, INC. 401K PLAN | 401k | $4.2M | 11 | 2025 |
Retirement plans