Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ENGEL & VOLKERS WELLESLEY
EIN 81-4054703Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
ONE ABBOTT STREET - WELLESLEY, MA 02482781-591-8333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 4 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
ENGEL & VOLKERS WELLESLEY CASH BALANCE PLAN
TraditionalDB
Assets$797K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ENGEL & VOLKERS WELLESLEY 401(K) RETIREMENT PLAN
401k
Assets$370K
Participants2
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 | ENGEL & VOLKERS WELLESLEY CASH BALANCE PLAN | TraditionalDB | $797K | 2 | 2025 | |
| 001 | ENGEL & VOLKERS WELLESLEY 401(K) RETIREMENT PLAN | 401k | $370K | 2 | 2025 |
Retirement plans