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Sponsor portfolio

WILLIAM S. WETTERER & CO, PSC

EIN 61-1036216-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$12.2M assets
Welfare
1
Participants
64
9700 ORMSBY STATION RD - LOUISVILLE, KY 40223502-491-5550LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$11.9M - 32 part#003CashBalance-$372K - 20 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $12.2M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PSC RETIREMENT PLAN (#001)97%
  • CASH BALANCE PENSION (#003)3%
Total $12.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PSC RETIREMENT PLAN (#001)32
  • CASH BALANCE PENSION (#003)20
Total 52Click 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

WILLIAM S. WETTERER & CO, PSC RETIREMENT PLAN

401k

Assets$11.9M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

WILLIAM S. WETTERER & CO., PSC CASH BALANCE PENSION PLAN

CashBalance

Assets$372K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

WILLIAM S. WETTERER & CO., PSC CBS BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAM S. WETTERER & CO, PSC RETIREMENT PLAN401k$11.9M322025
003WILLIAM S. WETTERER & CO., PSC CASH BALANCE PENSION PLANCashBalance$372K202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIAM S. WETTERER & CO., PSC CBS BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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