Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
WC3 WHOLESALE, INC.
EIN 84-3672651Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$5.8M assets
Welfare
1
Participants
55
28348 ROADSIDE DR., SUITE 202C - AGOURA HILLS, CA 91301310-393-0661
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 36 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
WC3 WHOLESALE, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WC3 WHOLESALE, INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$1.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
WC3 WHOLESALE, INC. PROFIT SHARING PLAN AND TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WC3 WHOLESALE, INC. CASH BALANCE PENSION PLAN | CashBalance | $4.2M | 17 | 2025 | |
| 001 | WC3 WHOLESALE, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $1.7M | 19 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | WC3 WHOLESALE, INC. PROFIT SHARING PLAN AND TRUST | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans