Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE WALLACE FIRM, PLLC
EIN 46-0916400Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$739K assets
Welfare
0
Participants
4
3550 PENNSYLVANIA AVE., SUITE B, P.O. BOX 2100 - WEIRTON, WV 26062412-913-8900wallace-firm.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $739K 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
THE WALLACE FIRM, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$647K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE WALLACE FIRM, PLLC 401(K) PLAN
ProfitSharing
Assets$92K
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 | THE WALLACE FIRM, PLLC CASH BALANCE PENSION PLAN | CashBalance | $647K | 2 | 2024 | |
| 001 | THE WALLACE FIRM, PLLC 401(K) PLAN | ProfitSharing | $92K | 2 | 2024 |
Retirement plans