Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WAITE & ASSOCIATES, P.C.
EIN 14-1780271legal servicesLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M 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
WAITE & ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WAITE & ASSOCIATES, P.C. 401(K)/PROFIT SHARING PLAN
401k
Assets$66K
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 | WAITE & ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | CashBalance | $1.7M | 3 | 2024 | |
| 001 | WAITE & ASSOCIATES, P.C. 401(K)/PROFIT SHARING PLAN | 401k | $66K | 3 | 2024 |
Retirement plans