Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILSON GETTY LLP
EIN 27-2396658law practiceLatest filing 2025
Plans
3
Retirement
3
$8.7M assets
Welfare
0
Participants
83
12555 HIGH BLUFF DR STE 270 - SAN DIEGO, CA 921302056858-847-3237wilsongetty.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.7M assets / 83 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#001
WILSON GETTY LLP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.9M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILSON GETTY, LLP CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WILSON GETTY, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$1.5M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILSON GETTY LLP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.9M | 38 | 2025 | |
| 002 | WILSON GETTY, LLP CASH BALANCE PLAN | CashBalance | $2.3M | 19 | 2025 | |
| 003 | WILSON GETTY, LLP PROFIT SHARING PLAN | ProfitSharing | $1.5M | 26 | 2025 |
Retirement plans