Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ERIC P. WALLACE, LLC
EIN 47-5332159Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 11 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
ERIC P. WALLACE, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ERIC P. WALLACE, LLC 401(K) PLAN
401k
Assets$836K
Participants7
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 | ERIC P. WALLACE, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 4 | 2025 | |
| 002 | ERIC P. WALLACE, LLC 401(K) PLAN | 401k | $836K | 7 | 2025 |
Retirement plans