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Sponsor portfolio

WHOLESALE BUILDING SPECIALTIES

EIN 22-2574331-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
23
6810 US HIGHWAY 9 SOUTH - HOWELL, NJ 07731800-334-0541wholesalebuildingspecialties.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#003CashBalance-$1.8M - 11 part#002401k-$1.1M - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PENSION (#003)63%
  • PROFIT SHARING PLAN (#002)37%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)12
  • CASH BALANCE PENSION (#003)11
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WHOLESALE BUILDING SPECIALTIES CASH BALANCE PENSION PLAN

CashBalance

Assets$1.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

WHOLESALE BUILDING SPECIALTIES 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WHOLESALE BUILDING SPECIALTIES CASH BALANCE PENSION PLANCashBalance$1.8M112025
002WHOLESALE BUILDING SPECIALTIES 401(K) PROFIT SHARING PLAN401k$1.1M122025
Retirement plans
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