Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STACIE J. WOLLMAN ESQ. PC
EIN 52-1863334Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
190 WESTON FARM RD. - HARWOOD, MD 20776410-507-5707
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 8 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
STACIE J. WOLLMAN ESQ. PC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STACIE J. WOLLMAN ESQ. PC 401(K) PROFIT SHARING PLAN
401k
Assets$60K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STACIE J. WOLLMAN ESQ. PC CASH BALANCE PLAN | CashBalance | $1.4M | 4 | 2025 | |
| 001 | STACIE J. WOLLMAN ESQ. PC 401(K) PROFIT SHARING PLAN | 401k | $60K | 4 | 2024 |
Retirement plans