Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARTER, WETCH & ASSOCIATES
EIN 37-1941620Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
8
1231 I STREET, SUITE 206 - SACRAMENTO, CA 958142933916-446-3413
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 8 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
CARTER, WETCH & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARTER, WETCH AND ASSOCIATES 401K PROFIT SHARING PLAN
401k
Assets$905K
Participants5
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 | CARTER, WETCH & ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.3M | 3 | 2024 | |
| 001 | CARTER, WETCH AND ASSOCIATES 401K PROFIT SHARING PLAN | 401k | $905K | 5 | 2024 |
Retirement plans