Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WOLF WALLENSTEIN, A PROFESSIONAL CORPORATION
EIN 30-0055376Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
24
11400 W. OLYMPIC BLVD., SUITE 700 - LOS ANGELES, CA 90064310-622-1000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 24 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#002
WOLF WALLENSTEIN, A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WOLF WALLENSTEIN & ABRAMS, APC 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WOLF WALLENSTEIN, A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 5 | 2024 | |
| 001 | WOLF WALLENSTEIN & ABRAMS, APC 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 19 | 2024 |
Retirement plans