Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILCO CAPITAL, INC.
EIN 46-0864798Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
18
POST OFFICE BOX 130493, 2229 FIRST AVE S., STE 100 - BIRMINGHAM, AL 35213205-578-6859
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M 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#002
WILCO CAPITAL, INC. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WILCO CAPITAL, INC. 401(K) PLAN
401k
Assets$850K
Participants9
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 | WILCO CAPITAL, INC. CASH BALANCE PLAN | CashBalance | $1.1M | 9 | 2024 | |
| 001 | WILCO CAPITAL, INC. 401(K) PLAN | 401k | $850K | 9 | 2024 |
Retirement plans