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Sponsor portfolio

WILKINSON STEKLOFF LLP

EIN 81-0817349-law practice-Latest filing 2024
Plans
3
Retirement
3
$18.6M assets
Welfare
0
Participants
149
2001 M STREET NW, 10TH FLOOR - WASHINGTON, DC 20036202-847-4025wilkinsonstekloff.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#003401k-$11.3M - 53 part#004401k-$4.3M - 50 part#005CashBalance-$3.1M - 46 part

Retirement portfolio analytics

3 plans aggregated / $18.6M assets / 149 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • LLP GENERAL PLAN (#003)61%
  • LLP ASSOCIATE PLAN (#004)23%
  • BALANCE PLAN II (#005)17%
Total $18.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP GENERAL PLAN (#003)53
  • LLP ASSOCIATE PLAN (#004)50
  • BALANCE PLAN II (#005)46
Total 149Click 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#003

WILKINSON STEKLOFF LLP GENERAL PLAN

401k

Assets$11.3M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

WILKINSON STEKLOFF LLP ASSOCIATE PLAN

401k

Assets$4.3M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

WILKINSON STEKLOFF LLP CASH BALANCE PLAN II

CashBalance

Assets$3.1M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003WILKINSON STEKLOFF LLP GENERAL PLAN401k$11.3M532024
004WILKINSON STEKLOFF LLP ASSOCIATE PLAN401k$4.3M502024
005WILKINSON STEKLOFF LLP CASH BALANCE PLAN IICashBalance$3.1M462024
Retirement plans
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