Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
WEALTH GUARD INC
EIN 46-0866346Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
9
4715 OCEAN FRONT WALK, UNIT 202 - MARINA DEL REY, CA 90292628-277-5925
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 9 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#001
WEALTH GUARD INC. PENSION PLAN
TraditionalDB
Assets$1.4M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WEALTHGUARD INC (DBA THE GERSHMAN GROUP) - 401K
401k
Assets$163K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEALTH GUARD INC. PENSION PLAN | TraditionalDB | $1.4M | 5 | 2024 | |
| 002 | WEALTHGUARD INC (DBA THE GERSHMAN GROUP) - 401K | 401k | $163K | 4 | 2025 |
Retirement plans