Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WISDOM MEDICAL PC
EIN 20-8142542publishingLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
13
136-20 38TH AVE. STE 6E - FLUSHING, NY 11354718-939-2669thewisdomdaily.comLinkedIn1-10 employeespublishing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 13 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
WISDOM MEDICAL PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WISDOM MEDICAL PC PROFIT SHARING PENSION PLAN
ProfitSharing
Assets$201K
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 | |
|---|---|---|---|---|---|---|
| 001 | WISDOM MEDICAL PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.2M | 6 | 2024 | |
| 002 | WISDOM MEDICAL PC PROFIT SHARING PENSION PLAN | ProfitSharing | $201K | 7 | 2024 |
Retirement plans