Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILDFLOWER LEGACY AND WEALTH PLANNING
EIN 82-1967595Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$144K assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $144K 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#001
WILDFLOWER LEGACY AND WEALTH PLANNING 401K PLAN
401k
Assets$139K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILDFLOWER LEGACY AND WEALTH PLANNING, LLC 401(K) PLAN
401k
Assets$5K
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 | |
|---|---|---|---|---|---|---|
| 001 | WILDFLOWER LEGACY AND WEALTH PLANNING 401K PLAN | 401k | $139K | 2 | 2025 | |
| 002 | WILDFLOWER LEGACY AND WEALTH PLANNING, LLC 401(K) PLAN | 401k | $5K | 2 | 2024 |
Retirement plans