Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEALTH CARE LLC
EIN 65-1189352financial servicesLatest filing 2025
Plans
2
Retirement
2
$19.2M assets
Welfare
0
Participants
8
405 SIMS WAY - MERRITT ISLAND, FL 32952321-543-1099wealthcarellc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.2M 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
WEALTH CARE LLC 401(K) PROFIT SHARING PLAN
401k
Assets$17.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WEALTH CARE 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 plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WEALTH CARE LLC 401(K) PROFIT SHARING PLAN | 401k | $17.9M | 4 | 2025 | |
| 003 | WEALTH CARE LLC CASH BALANCE PLAN | CashBalance | $1.3M | 4 | 2024 |
Retirement plans