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  2. WESLEY FIRM LLC
Sponsor portfolio

WESLEY FIRM LLC

EIN 46-5607080-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$412K assets
Welfare
0
Participants
14
8990 MAIN ST - WOODSTOCK, GA 301884927678-242-8115
Plans on this EIN
2 filings
#002CashBalance-$366K - 6 part#001401k-$46K - 8 part

Retirement portfolio analytics

2 plans aggregated / $412K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CASH BALANCE PENSION (#002)89%
  • FIRM LLC 401(K) (#001)11%
Total $412KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRM LLC 401(K) (#001)8
  • CASH BALANCE PENSION (#002)6
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WESLEY FIRM LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$366K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WESLEY FIRM LLC 401(K) PLAN

401k

Assets$46K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WESLEY FIRM LLC CASH BALANCE PENSION PLANCashBalance$366K62024
001WESLEY FIRM LLC 401(K) PLAN401k$46K82024
Retirement plans
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