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Sponsor portfolio

E.J.WALLACE ENTERPRISES, INC.

EIN 76-0820506-Construction-Latest filing 2024
Plans
2
Retirement
2
$980K assets
Welfare
0
Participants
20
11912 S WILMINGTON AVE - CARSON, CA 90746310-225-5510
Plans on this EIN
2 filings
#005CashBalance-$685K - 3 part#003401k-$295K - 17 part

Retirement portfolio analytics

2 plans aggregated / $980K assets / 20 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • BALANCE PENSION PAN (#005)70%
  • ENCORE DEVELOPMENT 401(K) (#003)30%
Total $980KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENCORE DEVELOPMENT 401(K) (#003)17
  • BALANCE PENSION PAN (#005)3
Total 20Click 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#005

ENCORE DEVELOPMENT CASH BALANCE PENSION PAN

CashBalance

Assets$685K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ENCORE DEVELOPMENT 401(K) PLAN

401k

Assets$295K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005ENCORE DEVELOPMENT CASH BALANCE PENSION PANCashBalance$685K32024
003ENCORE DEVELOPMENT 401(K) PLAN401k$295K172024
Retirement plans
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