Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WANNER ASSOCIATES, INC.
EIN 25-1577830government relationsLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
45
908 NORTH SECOND STREET - HARRISBURG, PA 17102717-236-2050wannerassoc.comLinkedIn11-50 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 45 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
WANNER ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
401k
Assets$7.2M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WANNER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.3M
Participants20
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 | WANNER ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | 401k | $7.2M | 25 | 2025 | |
| 002 | WANNER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.3M | 20 | 2024 |
Retirement plans