Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHOLESALE REALTY
EIN 26-2569593real estateLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
8
1514 FELCH AVE. - JACKSONVILLE, FL 32207904-346-0600wholesalejax.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 8 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
WHOLESALE REALTY LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WHOLESALE REALTY LLC 401(K) PLAN
401k
Assets$1.1M
Participants4
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 | WHOLESALE REALTY LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 4 | 2024 | |
| 001 | WHOLESALE REALTY LLC 401(K) PLAN | 401k | $1.1M | 4 | 2025 |
Retirement plans