Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WISEGARVER & ASSOCIATES, INC.
EIN 33-0968806real estateLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
3
9909 HUENNEKENS STREET, SUITE 225 - SAN DIEGO, CA 92121800-350-2265LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 3 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#002
U.S.TAX CREDITS PENSION PLAN
TraditionalDB
Assets$2.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
U.S.TAX CREDITS PROFIT SHARING PLAN
ProfitSharing
Assets$45K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | U.S.TAX CREDITS PENSION PLAN | TraditionalDB | $2.1M | 1 | 2025 | |
| 001 | U.S.TAX CREDITS PROFIT SHARING PLAN | ProfitSharing | $45K | 2 | 2025 |
Retirement plans