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  2. WELLINGTON RETIREMENT SOLUTIONS, INC.
Sponsor portfolio

WELLINGTON RETIREMENT SOLUTIONS, INC.

EIN 47-2725143-financial services-Latest filing 2025
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
13
14325 WILLARD ROAD SUITE 104 - DELRAY BEACH, FL 33483703-802-2300wrs401k.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$8.3M - 9 part#002CashBalance-$2.3M - 4 part

Retirement portfolio analytics

2 plans aggregated / $10.6M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PLAN AND TRUST (#001)79%
  • CASH BALANCE PLAN (#002)21%
Total $10.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)9
  • CASH BALANCE PLAN (#002)4
Total 13Click 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#001

WRS 401K PLAN AND TRUST

401k

Assets$8.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

WRS CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WRS 401K PLAN AND TRUST401k$8.3M92025
002WRS CASH BALANCE PLANCashBalance$2.3M42025
Retirement plans
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