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  2. WANDA E. O'MALLEY CPA PLLC
Sponsor portfolio

WANDA E. O'MALLEY CPA PLLC

EIN 27-1388743-accounting-Latest filing 2025
Plans
2
Retirement
2
$841K assets
Welfare
0
Participants
10
11811 N TATUM BLVD, P170 - PHOENIX, AZ 85028602-734-0012weocpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#002401k-$515K - 5 part#001401k-$326K - 5 part

Retirement portfolio analytics

2 plans aggregated / $841K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PROFIT SHARING PLAN (#002)61%
  • O'MALLEY CPA, PLLC (#001)39%
Total $841KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • O'MALLEY CPA, PLLC (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WANDA E. O'MALLEY CPA, PLLC PROFIT SHARING PLAN

401k

Assets$515K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WANDA E. O'MALLEY CPA, PLLC

401k

Assets$326K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WANDA E. O'MALLEY CPA, PLLC PROFIT SHARING PLAN401k$515K52025
001WANDA E. O'MALLEY CPA, PLLC401k$326K52024
Retirement plans
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