Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
WILSON CALLAHAN STRATEGIES LLC
EIN 46-4606409education managementLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
40
1718 CAPITOL AVENUE - SACRAMENTO, CA 95811916-520-2412wilsoncapitalmgmt.comLinkedIn1-10 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 40 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
WILSON CALLAHAN STRATEGIES LLC DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.6M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WILSON CALLAHAN STRATEGIES LLC 401(K) PLAN & TRUST
401k
Assets$1.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILSON CALLAHAN STRATEGIES LLC DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.6M | 17 | 2024 | |
| 001 | WILSON CALLAHAN STRATEGIES LLC 401(K) PLAN & TRUST | 401k | $1.2M | 23 | 2024 |
Retirement plans