Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
WEALTH SOLUTIONS BY DESIGN, PLLC
EIN 46-1835287Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
9
18697 STATE HWY. 305 NE - POULSBO, WA 98370360-779-9005
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#002
WEALTH SOLUTIONS BY DESIGN CASH BALANCE PLAN
CashBalance
Assets$1000K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WEALTH SOLUTIONS BY DESIGN 401(K) PLAN
401k
Assets$453K
Participants5
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 | WEALTH SOLUTIONS BY DESIGN CASH BALANCE PLAN | CashBalance | $1000K | 4 | 2024 | |
| 001 | WEALTH SOLUTIONS BY DESIGN 401(K) PLAN | 401k | $453K | 5 | 2024 |
Retirement plans