Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$4.9M
Filings through .
Wilson Getty, LLP
EIN 27-2396658law practiceLatest filing 2025
Plans
3
Retirement
3
$8.7M assets
Health & Benefits
0
Participants
83
12555 HIGH BLUFF DR STE 270 - SAN DIEGO, CA 92130858-847-3237wilsongetty.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.7M assets / 83 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#001
WILSON GETTY LLP 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$4.9M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WILSON GETTY, LLP CASH BALANCE PLAN
Cash balance
Assets$2.3M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WILSON GETTY, LLP PROFIT SHARING PLAN
Profit-sharing
Assets$1.5M
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WILSON GETTY LLP 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $4.9M | 38 | 2025 |
| #002 | WILSON GETTY, LLP CASH BALANCE PLAN | Cash balance | $2.3M | 19 | 2025 |
| #003 | WILSON GETTY, LLP PROFIT SHARING PLAN | Profit-sharing | $1.5M | 26 | 2025 |
- #001 · 401(k) · 202538
- #002 · Cash balance · 202519
- #003 · Profit-sharing · 202526
Retirement plans