Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $41.1M assets / 168 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WILLBROOK SOLUTIONS, INC. 401(K) PLAN | 401(k) | $39.5M | 94 | 2025 |
| #002 | WILLBROOK SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.7M | 74 | 2024 |