Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSITY WAFER, INC.
EIN 20-5267047education managementLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
12
11 ELKINS STREET, SUITE 330 - SOUTH BOSTON, MA 02127617-268-2595universityeeo.comLinkedIn1-10 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 12 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
UNIVERSITY WAFER, INC. 401(K) PLAN
401k
Assets$3.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIVERSITY WAFER, INC. PENSION PLAN
CashBalance
Assets$2.6M
Participants6
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 | UNIVERSITY WAFER, INC. 401(K) PLAN | 401k | $3.0M | 6 | 2024 | |
| 002 | UNIVERSITY WAFER, INC. PENSION PLAN | CashBalance | $2.6M | 6 | 2024 |
Retirement plans