Assets by plan
Share of aggregate retirement assets
Filings through .
Wanda E. O'Malley CPA PLLC
EIN 27-1388743accountingLatest filing 2025
Plans
2
Retirement
2
$841K assets
Health & Benefits
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $841K assets / 10 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
WANDA E. O'MALLEY CPA, PLLC PROFIT SHARING PLAN
401(k)
Assets$515K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WANDA E. O'MALLEY CPA, PLLC
401(k)
Assets$326K
Participants5
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 | WANDA E. O'MALLEY CPA, PLLC PROFIT SHARING PLAN | 401(k) | $515K | 5 | 2025 |
| #001 | WANDA E. O'MALLEY CPA, PLLC | 401(k) | $326K | 5 | 2024 |
- #002 · 401(k) · 20255
- #001 · 401(k) · 20245
Retirement plans