Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHEELHOUSE LIFE SCIENCE ADVISORS
EIN 82-3918821public relations and communicationsLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
6
927 REGALO WAY - SAN RAMON, CA 94583415-604-6132wheelhouselsa.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 6 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
WHEELHOUSE LIFE SCIENCE ADVISORS CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WHEELHOUSE LIFE SCIENCE ADVISORS 401K
401k
Assets$873K
Participants3
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 | WHEELHOUSE LIFE SCIENCE ADVISORS CASH BALANCE PLAN | CashBalance | $3.1M | 3 | 2025 | |
| 001 | WHEELHOUSE LIFE SCIENCE ADVISORS 401K | 401k | $873K | 3 | 2025 |
Retirement plans