Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WR SPECIALISTS, LLC
EIN 47-2180661Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
108
112 S. MAIN STREET, SUITE A - ANN ARBOR, MI 48104734-929-2160
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 108 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#001
WR SPECIALISTS, LLC 401(K) PLAN
401k
Assets$4.2M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WR SPECIALISTS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WR SPECIALISTS, LLC 401(K) PLAN | 401k | $4.2M | 63 | 2024 | |
| 002 | WR SPECIALISTS, LLC CASH BALANCE PLAN | CashBalance | $2.7M | 45 | 2024 |
Retirement plans