Sponsor portfolio
THE WHARTON ASSOCIATES, INC..
EIN 16-1243409Real Estate and Rental and LeasingLatest filing 2024
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
14
10 GROVE STREET - PITTSFORD, NY 145341317585-248-0250
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE WHARTON ASSOCIATES, INC. 401(K) PLAN | 401k | $3.5M | 14 | 2024 |
Retirement plans