Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
W.T. TRADING, INC
EIN 33-0816932Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$479K assets
Welfare
0
Participants
9
10562 WESTMINSTER AVENUE, UNIT A - GARDEN GROVE, CA 92843714-539-3179
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $479K assets / 9 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
W.T. TRADING, INC 401(K) PLAN
ProfitSharing
Assets$318K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
W.T. TRADING, INC DEFINED BENEFIT PLAN
TraditionalDB
Assets$161K
Participants4
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 | W.T. TRADING, INC 401(K) PLAN | ProfitSharing | $318K | 5 | 2024 | |
| 002 | W.T. TRADING, INC DEFINED BENEFIT PLAN | TraditionalDB | $161K | 4 | 2024 |
Retirement plans