Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WFA ASSET MANAGEMENT CORP.
EIN 39-1659836investment managementLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
19
P.O. BOX 170020 - WHITEFISH BAY, WI 53217414-727-8181wfa-asset.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 19 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
WFA ASSET MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WFA ASSET MANAGEMENT CORP. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WFA ASSET MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 12 | 2024 | |
| 001 | WFA ASSET MANAGEMENT CORP. CASH BALANCE PLAN | CashBalance | $1.1M | 7 | 2024 |
Retirement plans