Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WISELL & MCGEE, L.L.P.
EIN 45-4192165law practiceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
13
80-02 KEW GARDENS RD., SUITE 307 - KEW GARDENS, NY 11415718-544-0041wisellandmcgee.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 13 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
WISELL & MCGEE, LLP CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WISELL & MCGEE, L.L.P. 401(K) PROFIT SHARING PLAN
401k
Assets$467K
Participants6
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 | WISELL & MCGEE, LLP CASH BALANCE PLAN | CashBalance | $1.4M | 7 | 2024 | |
| 001 | WISELL & MCGEE, L.L.P. 401(K) PROFIT SHARING PLAN | 401k | $467K | 6 | 2024 |
Retirement plans