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Sponsor portfolio

WEARLY MONUMENTS, INC.

EIN 35-1282332-construction-Latest filing 2025
Plans
3
Retirement
3
$3.6M assets
Welfare
0
Participants
33
4000 KILGORE AVENUE - MUNCIE, IN 47304765-284-9796wearlymonuments.comLinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#001TraditionalDB-$1.7M - 13 part#003401k-$1.2M - 13 part#002401k-$667K - 7 part

Retirement portfolio analytics

3 plans aggregated / $3.6M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • INC. EMPLOYEES' PENSION (#001)48%
  • COLLECTIVE BARGAINING EMPLOYEE... (#003)33%
  • INC. SALARY Savings (#002)18%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES' PENSION (#001)13
  • COLLECTIVE BARGAINING EMPLOYEE... (#003)13
  • INC. SALARY Savings (#002)7
Total 33Click 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#001

WEARLY MONUMENTS, INC. EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$1.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WEARLY MONUMENTS, INC. RETIREMENT SAVINGS FOR COLLECTIVE BARGAINING EMPLOYEES

401k

Assets$1.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEARLY MONUMENTS, INC. SALARY SAVINGS PLAN

401k

Assets$667K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001WEARLY MONUMENTS, INC. EMPLOYEES' PENSION PLANTraditionalDB$1.7M132025
003WEARLY MONUMENTS, INC. RETIREMENT SAVINGS FOR COLLECTIVE BARGAINING EMPLOYEES401k$1.2M132024
002WEARLY MONUMENTS, INC. SALARY SAVINGS PLAN401k$667K72024
Retirement plans
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