Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WIDMANN FINANCIAL SERVICES, INC.
EIN 20-2524951Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 27 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#001
WIDMANN FINANCIAL SERVICES 401(K) P/S PLAN
401k
Assets$4.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WIDMANN FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WIDMANN FINANCIAL SERVICES 401(K) P/S PLAN | 401k | $4.9M | 14 | 2024 | |
| 002 | WIDMANN FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.7M | 13 | 2025 |
Retirement plans