Assets by plan
Share of aggregate retirement assets
Filings through .
Wilkin & Guttenplan, P.C.
EIN 22-2612018Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
5
Retirement
2
$43.3M assets
Health & Benefits
3
$51K premiums
Participants
322
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $43.3M assets / 180 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $51K premiums / 426 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$43K
- Life$7K
- Other$2K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WILKIN & GUTTENPLAN, P.C. 401(K) PLAN
401(k)
Assets$43.2M
Participants179
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WILKIN GUTTENPLAN PC PR 1081. 01(D) PLAN
401(k)
Assets$105K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
WILKIN & GUTTENPLAN, P. C. LONG-TERM DISABILITY PLAN
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$43K
Covered lives142
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
WILKIN & GUTTENPLAN, P. C. EMPLOYEE BENEFIT PLAN
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$7K
Covered lives142
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
WILKIN & GUTTENPLAN, P. C. ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$2K
Covered lives142
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WILKIN & GUTTENPLAN, P.C. 401(K) PLAN | 401(k) | $43.2M | 179 | 2025 |
| #002 | WILKIN GUTTENPLAN PC PR 1081. 01(D) PLAN | 401(k) | $105K | 1 | 2025 |
- #001 · 401(k) · 2025179
- #002 · 401(k) · 20251
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | WILKIN & GUTTENPLAN, P. C. LONG-TERM DISABILITY PLAN | Fully insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $43K | 142 | 2025 |
| #503 | WILKIN & GUTTENPLAN, P. C. EMPLOYEE BENEFIT PLAN | Fully insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | 142 | 2025 |
| #505 | WILKIN & GUTTENPLAN, P. C. ACCIDENTAL DEATH & DISMEMBERMENT PLAN | Fully insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | 142 | 2025 |
- #504 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025142
- #503 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025142
- #505 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025142
Retirement plans
Health & Benefits plans