Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WIMMER & COMPANY, S.C.
EIN 39-1937875Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
4
22 E MIFFLIN STREET SUITE 302 - MADISON, WI 53703608-256-5223
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 4 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
WIMMER & COMPANY CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WIMMER & COMPANY 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants2
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 | WIMMER & COMPANY CASH BALANCE PLAN | CashBalance | $2.6M | 2 | 2025 | |
| 001 | WIMMER & COMPANY 401(K) PROFIT SHARING PLAN | ProfitSharing | $1.2M | 2 | 2025 |
Retirement plans