Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEALTHMARK LLC
EIN 26-0512784investment managementLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
1329 N STATE ST., STE 206 - BELLINGHAM, WA 98225360-734-1323wealthmarkllc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 6 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#002
WEALTHMARK LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WEALTHMARK LLC 401(K) PROFIT SHARING PLAN
401k
Assets$447K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WEALTHMARK LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 3 | 2025 | |
| 001 | WEALTHMARK LLC 401(K) PROFIT SHARING PLAN | 401k | $447K | 3 | 2025 |
Retirement plans