Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEATHERLY ASSET MANAGEMENT L.P.
EIN 33-0638187investment managementLatest filing 2025
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
30
832 CAMINO DEL MAR, SUITE 4 - DEL MAR, CA 92014858-259-4507weatherlyassetmgt.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.2M assets / 30 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
WEATHERLY ASSET MANAGEMENT L.P. PROFIT SHARING PLAN
401k
Assets$10.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEATHERLY ASSET MANAGEMENT L.P. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants15
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 | WEATHERLY ASSET MANAGEMENT L.P. PROFIT SHARING PLAN | 401k | $10.1M | 15 | 2025 | |
| 002 | WEATHERLY ASSET MANAGEMENT L.P. CASH BALANCE PLAN | CashBalance | $1.2M | 15 | 2025 |
Retirement plans