Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GSW HOLDINGS, INC.
EIN 84-3718201Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
29
1111 W. 6TH STREET, BUILDING A SUITE 410 - AUSTIN, TX 78703512-784-4797
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 29 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
WM CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants27
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WM CAPITAL MANAGEMENT, INC. RETIREMENT PLAN
TraditionalDB
Assets$464K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WM CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 27 | 2025 | |
| 002 | WM CAPITAL MANAGEMENT, INC. RETIREMENT PLAN | TraditionalDB | $464K | 2 | 2025 |
Retirement plans