Assets by plan
Share of aggregate retirement assets
Filings through .
Emory Wilson Process, Inc.
EIN 26-4102631Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$26.5M assets
Health & Benefits
0
Participants
158
3318 LAKEMONT BLVD STE 103 - FORT MILL, SC 297088309803-396-8555
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.5M assets / 158 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#003
EMPLOYEE STOCK OWNERSHIP PLAN OF EMORY WILSON PROCESS, INC.
ESOP
Assets$19.4M
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
EMORY WILSON PROCESS 401(K) PLAN
401(k)
Assets$7.1M
Participants85
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 |
|---|---|---|---|---|---|
| #003 | EMPLOYEE STOCK OWNERSHIP PLAN OF EMORY WILSON PROCESS, INC. | ESOP | $19.4M | 73 | 2025 |
| #002 | EMORY WILSON PROCESS 401(K) PLAN | 401(k) | $7.1M | 85 | 2025 |
- #003 · ESOP · 202573
- #002 · 401(k) · 202585
Retirement plans