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  2. WEDGEWOOD BUILDING COMPANY, LLC
Sponsor portfolio

WEDGEWOOD BUILDING COMPANY, LLC

EIN 27-3605596-Construction-Latest filing 2025
Plans
3
Retirement
3
$9.3M assets
Welfare
0
Participants
82
32 FIRST ST. NE - CARMEL, IN 46032317-669-6312wedgewoodbc.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#002CashBalance-$5.0M - 24 part#001401k-$3.0M - 30 part#003ProfitSharing-$1.3M - 28 part

Retirement portfolio analytics

3 plans aggregated / $9.3M assets / 82 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • COMPANY, LLC 401(K) (#001)32%
  • PROFIT SHARING PLAN (#003)14%
Total $9.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY, LLC 401(K) (#001)30
  • PROFIT SHARING PLAN (#003)28
  • CASH BALANCE PLAN (#002)24
Total 82Click 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

WEDGEWOOD BUILDING COMPANY, LLC CASH BALANCE PLAN

CashBalance

Assets$5.0M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WEDGEWOOD BUILDING COMPANY, LLC 401(K)

401k

Assets$3.0M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WEDGEWOOD BUILDING COMPANY PROFIT SHARING PLAN

ProfitSharing

Assets$1.3M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002WEDGEWOOD BUILDING COMPANY, LLC CASH BALANCE PLANCashBalance$5.0M242025
001WEDGEWOOD BUILDING COMPANY, LLC 401(K)401k$3.0M302025
003WEDGEWOOD BUILDING COMPANY PROFIT SHARING PLANProfitSharing$1.3M282025
Retirement plans
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