Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WAVE DIRECT, INC.
EIN 20-0577528marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
15
5305 ANCHORAGE DR - SAINT JAMES CITY, FL 33956888-550-9918wave-direct.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 15 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
WAVE DIRECT, INC. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WAVE DIRECT, INC. 401K PROFIT SHARING PLAN
401k
Assets$789K
Participants7
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 | WAVE DIRECT, INC. CASH BALANCE PLAN | CashBalance | $1.7M | 8 | 2025 | |
| 001 | WAVE DIRECT, INC. 401K PROFIT SHARING PLAN | 401k | $789K | 7 | 2025 |
Retirement plans