Assets by plan
Share of aggregate retirement assets
Filings through .
Wilson Growth Partners LLC
EIN 47-1893684management consultingLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Health & Benefits
0
Participants
26
858 E HEATHLAND DR. - INMAN, SC 29349864-706-6702wilsongrowthpartners.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 26 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WILSON GROWTH PARTNERS LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$3.0M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WILSON GROWTH PARTNERS LLC 401(K) PLAN
401(k)
Assets$2.4M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WILSON GROWTH PARTNERS LLC DEFINED BENEFIT PLAN | Traditional DB | $3.0M | 8 | 2025 |
| #001 | WILSON GROWTH PARTNERS LLC 401(K) PLAN | 401(k) | $2.4M | 18 | 2025 |
- #002 · Traditional DB · 20258
- #001 · 401(k) · 202518
Retirement plans