Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$3.9M
Filings through .
3 plans aggregated / $4.4M assets / 32 participants
Share of aggregate retirement assets
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)
401(k)
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JAMES M WYMAN 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $3.9M | 13 | 2025 |
| #001 | OFFICE OF THE CHAPTER 13 TRUSTEE | 401(k) | $473K | 13 | 2025 |
| #002 | OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN | 401(k) | $6K | 6 | 2025 |