Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
KENNETH J WEPMAN
EIN 33-0426137retailLatest filing 2025
Plans
2
Retirement
2
$4K assets
Welfare
0
Participants
2
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4K assets / 2 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
FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST
MoneyPurchase
Assets$3K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIDELITY DEFINED CONTRIBUTION PLAN & TRUST
MoneyPurchase
Assets$2K
Participants1
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 | FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST | MoneyPurchase | $3K | 1 | 2025 | |
| 002 | FIDELITY DEFINED CONTRIBUTION PLAN & TRUST | MoneyPurchase | $2K | 1 | 2025 |
Retirement plans