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Sponsor portfolio

WALL GROUP, LLC

EIN 81-1799556-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
8
1481 WAMPANOAG TRAIL - EAST PROVIDENCE, RI 02915401-228-8391
Plans on this EIN
2 filings
#002TraditionalDB-$2.5M - 4 part#001401k-$1.4M - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • DEFINED BENEFIT PENSION (#002)65%
  • PROFIT SHARING PLAN (#001)35%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click 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#002

WALL GROUP, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WALL GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WALL GROUP, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$2.5M42025
001WALL GROUP, LLC 401(K) PROFIT SHARING PLAN401k$1.4M42025
Retirement plans
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