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Sponsor portfolio

WALTER A. DWYER, INC.

EIN 23-1308544-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$933K assets
Welfare
0
Participants
13
152 SOUTH MAIN STREET - AMBLER, PA 19002215-248-4300LinkedIn11-50 employees
Plans on this EIN
2 filings
#001TraditionalDB-$915K - 12 part#002401k-$18K - 1 part

Retirement portfolio analytics

2 plans aggregated / $933K assets / 13 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • INC. PENSION TRUST (#001)98%
  • DWYER, INC. 401(K) (#002)2%
Total $933KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. PENSION TRUST (#001)12
  • DWYER, INC. 401(K) (#002)1
Total 13Click 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#001

WALTER A. DWYER, INC. PENSION TRUST

TraditionalDB

Assets$915K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WALTER A. DWYER, INC. 401(K) PLAN

401k

Assets$18K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WALTER A. DWYER, INC. PENSION TRUSTTraditionalDB$915K122024
002WALTER A. DWYER, INC. 401(K) PLAN401k$18K12024
Retirement plans
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