Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEALTH MANAGEMENT STRATEGIES, INC.
EIN 25-1665213financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
11
17 BRILLIANT AVE. SUITE 302 - PITTSBURGH, PA 15215412-781-7100wmswealthplanners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 11 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
WEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN
401k
Assets$914K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEALTH MANAGEMENT STRATEGIES, INC. CASH BALANCE PLAN
CashBalance
Assets$268K
Participants5
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 | WEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN | 401k | $914K | 6 | 2025 | |
| 002 | WEALTH MANAGEMENT STRATEGIES, INC. CASH BALANCE PLAN | CashBalance | $268K | 5 | 2025 |
Retirement plans