Assets by plan
Share of aggregate retirement assets
Filings through .
Howard Wimmer, LLC
EIN 26-2276618medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Health & Benefits
0
Participants
56
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 56 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HOWARD WIMMER, LLC CASH BALANCE PLAN
Cash balance
Assets$4.4M
Participants28
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HOWARD WIMMER, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.8M
Participants28
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HOWARD WIMMER, LLC CASH BALANCE PLAN | Cash balance | $4.4M | 28 | 2025 |
| #001 | HOWARD WIMMER, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $2.8M | 28 | 2025 |
- #002 · Cash balance · 202528
- #001 · 401(k) · 202528
Retirement plans