Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEIRNE WEALTH CONSULTING SERVICES, LLC
EIN 37-1707957Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
18
3 ENTERPRISE DRIVE, 4TH FLOOR, SUITE 410 - SHELTON, CT 06484203-701-8606
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 18 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
BWC RETIREMENT SAVINGS PLAN
401k
Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEIRNE WEALTH CONSULTING SERVICES, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.8M
Participants10
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 | BWC RETIREMENT SAVINGS PLAN | 401k | $2.9M | 8 | 2025 | |
| 002 | BEIRNE WEALTH CONSULTING SERVICES, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.8M | 10 | 2025 |
Retirement plans