Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
DANIEL J. WILSON, ESQ. P.A. DBA WILSON & WILSON
EIN 47-2437602Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$590K assets
Welfare
0
Participants
9
8141 E. SECOND ST., STE. 501 - DOWNEY, CA 90241562-923-4513
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $590K 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
WILSON & WILSON CASH BALANCE PLAN
CashBalance
Assets$477K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WILSON & WILSON 401(K) PLAN
401k
Assets$114K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILSON & WILSON CASH BALANCE PLAN | CashBalance | $477K | 4 | 2024 | |
| 001 | WILSON & WILSON 401(K) PLAN | 401k | $114K | 5 | 2024 |
Retirement plans