Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEGHORST GROUP, LLC
EIN 84-2275096computer softwareLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
8
309 ADAMS ST. - GEORGETOWN, TX 78628512-921-0559weghorstgroup.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 8 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
WEGHORST GROUP, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEGHORST GROUP, LLC RETIREMENT PLAN
401k
Assets$601K
Participants5
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 | WEGHORST GROUP, LLC DEFINED BENEFIT PLAN | TraditionalDB | $3.8M | 3 | 2024 | |
| 002 | WEGHORST GROUP, LLC RETIREMENT PLAN | 401k | $601K | 5 | 2024 |
Retirement plans