Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $36.6M assets / 113 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WILKES ARTIS, CHARTERED PROFIT SHARING PLAN | 401(k) | $27.5M | 60 | 2025 |
| #003 | WILKES ARTIS, CHARTERED CASH BALANCE PLAN | Cash balance | $9.1M | 53 | 2025 |