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WELLINGTON SHIELDS & CO. LLC

EIN 26-3489406-investment management-Latest filing 2024
Plans
1
Retirement
1
$30.7M assets
Welfare
0
Participants
84
60 BROAD ST FL 39 - NEW YORK, NY 100042336212-320-3032wellingtonshields.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$30.7M - 84 part

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Retirement#001

WELLINGTON SHIELDS 401(K) AND PROFIT SHARING PLAN

401k

Assets$30.7M
Participants84
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLINGTON SHIELDS 401(K) AND PROFIT SHARING PLAN401k$30.7M842024
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