Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEALTHPLAN PARTNERS
EIN 82-2086329financial servicesLatest filing 2024
Plans
2
Retirement
2
$642K assets
Welfare
0
Participants
18
24610 DETROIT RD., STE. 210 - WESTLAKE, OH 44145440-471-8150gowealthplan.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $642K assets / 18 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
WEALTHPLAN PARTNERS 401K PROFIT SHARING PLAN
401k
Assets$408K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEALTHPLAN PARTNERS CASH BALANCE PLAN
CashBalance
Assets$234K
Participants4
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 | WEALTHPLAN PARTNERS 401K PROFIT SHARING PLAN | 401k | $408K | 14 | 2024 | |
| 002 | WEALTHPLAN PARTNERS CASH BALANCE PLAN | CashBalance | $234K | 4 | 2024 |
Retirement plans