Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GWF ASSOCIATES LLC
EIN 81-0660672computer softwareLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
27
1 SHEILA DR. - TINTON FALLS, NJ 07724516-771-8600gwfassociates.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 27 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
GWF ASSOCIATES LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$939K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GWF ASSOCIATES LLC 401(K) PROFIT SHARING PLAN
401k
Assets$718K
Participants15
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 | GWF ASSOCIATES LLC CASH BALANCE PENSION PLAN | CashBalance | $939K | 12 | 2024 | |
| 001 | GWF ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | 401k | $718K | 15 | 2024 |
Retirement plans