Sponsor portfolio
WSM INVESTMENTS
EIN 83-2423784Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$421K assets
Welfare
0
Participants
3
2 SOUTH STREET, SUITE 303 - AUBURN, NY 13021315-569-3895
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WSM INVESTMENTS 401(K) PLAN | 401k | $421K | 3 | 2024 |
Retirement plans