Assets by plan
Share of aggregate retirement assets
Filings through .
Walborn & Associates, Inc.
EIN 81-0559928investment bankingLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Health & Benefits
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 10 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WALBORN & ASSOCIATES 401(K) PLAN
401(k)
Assets$3.4M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WALBORN & ASSOCIATES CASH BALANCE PLAN
Cash balance
Assets$1.4M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WALBORN & ASSOCIATES 401(K) PLAN | 401(k) | $3.4M | 7 | 2025 |
| #002 | WALBORN & ASSOCIATES CASH BALANCE PLAN | Cash balance | $1.4M | 3 | 2025 |
- #001 · 401(k) · 20257
- #002 · Cash balance · 20253
Retirement plans