Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FISHER & WIENS WEALTH MANAGEMENT
EIN 47-2045059Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
9
100 RAILROAD AVENUE - DANVILLE, CA 94526925-964-0090
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M 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
FISHER & WIENS WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$848K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FISHER & WIENS WEALTH MANAGEMENT RETIREMENT PLAN
401k
Assets$355K
Participants7
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 | FISHER & WIENS WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $848K | 2 | 2024 | |
| 001 | FISHER & WIENS WEALTH MANAGEMENT RETIREMENT PLAN | 401k | $355K | 7 | 2024 |
Retirement plans