Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WPF MANAGEMENT LLC
EIN 35-2563020Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
182
10877 WILSHIRE BLVD, SUITE 1105 - LOS ANGELES, CA 90024310-820-5443
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.0M assets / 182 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
WPF MANAGEMENT LLC 401(K) PLAN
401k
Assets$7.2M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WESTWOOD FINANCIAL CORP PROFIT SHARING PLAN
ProfitSharing
Assets$2.9M
Participants89
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 | WPF MANAGEMENT LLC 401(K) PLAN | 401k | $7.2M | 93 | 2024 | |
| 002 | WESTWOOD FINANCIAL CORP PROFIT SHARING PLAN | ProfitSharing | $2.9M | 89 | 2024 |
Retirement plans