Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALMIERI, TYLER, WIENER, WILHELM & WALDRON, LLP
EIN 33-0146039law practiceLatest filing 2024
Plans
2
Retirement
2
$30.6M assets
Welfare
0
Participants
101
1900 MAIN STREET, SUITE 700 - IRVINE, CA 92614949-851-7301ptwww.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.6M assets / 101 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
PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP CASH OPTION PROFIT SHARING PLAN
401k
Assets$30.1M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP DEFINED BENEFIT PLAN
TraditionalDB
Assets$504K
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP CASH OPTION PROFIT SHARING PLAN | 401k | $30.1M | 63 | 2024 | |
| 003 | PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP DEFINED BENEFIT PLAN | TraditionalDB | $504K | 38 | 2024 |
Retirement plans