Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPEAR WILDERMAN, P.C.
EIN 23-2749510Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
58
230 S. BROAD STREET, SUITE 1400 - PHILADELPHIA, PA 19102215-732-0101
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.9M assets / 58 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
SPEAR WILDERMAN, PC 401K NONUNION PROFIT SHARING PLAN
401k
Assets$11.1M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPEAR WILDERMAN, PC 401(K) UNION PROFIT SHARING PLAN
401k
Assets$1.8M
Participants16
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 | SPEAR WILDERMAN, PC 401K NONUNION PROFIT SHARING PLAN | 401k | $11.1M | 42 | 2025 | |
| 002 | SPEAR WILDERMAN, PC 401(K) UNION PROFIT SHARING PLAN | 401k | $1.8M | 16 | 2024 |
Retirement plans