Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDELITY LENDING SOLUTIONS, INC. DBA WHOLESALE MORTGAGE BANKERS
EIN 80-0810045financial servicesLatest filing 2025
Plans
2
Retirement
2
$725K assets
Welfare
0
Participants
31
2650 E. IMPERIAL HWY, STE. # 110 - BREA, CA 92821714-482-6570wholesalebankers.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $725K assets / 31 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
WHOLESALE MORTGAGE BANKERS PENSION PLAN
CashBalance
Assets$433K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WHOLESALE MORTGAGE BANKERS RETIREMENT PLAN
401k
Assets$292K
Participants16
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 | WHOLESALE MORTGAGE BANKERS PENSION PLAN | CashBalance | $433K | 15 | 2025 | |
| 001 | WHOLESALE MORTGAGE BANKERS RETIREMENT PLAN | 401k | $292K | 16 | 2025 |
Retirement plans