Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED WHOLESALE DISTRIBUTORS, CORP
EIN 66-0593477Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$308K assets
Welfare
0
Participants
20
P.O BOX 7011 - BAYAMON, PR 00960787-251-2661
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $308K assets / 20 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
ADVANCED WHOLESALE DISTRIBUTORS 1081.01(D) PLAN
401k
Assets$222K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADVANCED WHOLESALE DISTRIBUTORS CASH BALANCE PLAN
CashBalance
Assets$87K
Participants10
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 | ADVANCED WHOLESALE DISTRIBUTORS 1081.01(D) PLAN | 401k | $222K | 10 | 2024 | |
| 001 | ADVANCED WHOLESALE DISTRIBUTORS CASH BALANCE PLAN | CashBalance | $87K | 10 | 2024 |
Retirement plans