PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WTGM GROUP LLC
Sponsor portfolio

WTGM GROUP LLC

EIN 33-3880974-Accommodation and Food Services-Latest filing 2025
Plans
2
Retirement
2
$389K assets
Welfare
0
Participants
15
5315 WINWARD PARKWAY, SUITE B - ALPHARETTA, GA 30004404-935-2215
Plans on this EIN
2 filings
#002CashBalance-$235K - 6 part#001401k-$154K - 9 part

Retirement portfolio analytics

2 plans aggregated / $389K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • LOCAL EXPEDITION PENSION (#002)60%
  • LOCAL EXPEDITION 401(K) (#001)40%
Total $389KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOCAL EXPEDITION 401(K) (#001)9
  • LOCAL EXPEDITION PENSION (#002)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LOCAL EXPEDITION PENSION PLAN

CashBalance

Assets$235K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LOCAL EXPEDITION 401(K) PLAN

401k

Assets$154K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LOCAL EXPEDITION PENSION PLANCashBalance$235K62024
001LOCAL EXPEDITION 401(K) PLAN401k$154K92025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica