Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WETZEL AND SON INC
EIN 23-1214070Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
20
501 EASTON RD - WILLOW GROVE, PA 190902550
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 20 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
WETZEL AND SON AGE BASED PROFIT SHARING PLAN
ProfitSharing
Assets$1.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
WETZEL AND SON AGE BASED PROFIT SHARING PLAN
ProfitSharing
Assets$1.0M
Participants10
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 | WETZEL AND SON AGE BASED PROFIT SHARING PLAN | ProfitSharing | $1.0M | 10 | 2024 | |
| 005 | WETZEL AND SON AGE BASED PROFIT SHARING PLAN | ProfitSharing | $1.0M | 10 | 2024 |
Retirement plans