Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WIEDERMAN & ASSOCIATES, INC.
EIN 33-0325193Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
8
17501 EAST 17TH STREET, SUITE 100 - TUSTIN, CA 92780714-259-0505
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 8 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#003
WIEDERMAN & ASSOCIATES, INC. RETIREMENT PLAN
MoneyPurchase
Assets$3.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WIEDERMAN & ASSOCIATES, INC. RETIREMENT PLAN | MoneyPurchase | $3.9M | 3 | 2024 | |
| 002 | WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $2.3M | 5 | 2024 |
Retirement plans