Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE WAKEMAN AGENCY LLC
EIN 84-4261202public relations and communicationsLatest filing 2024
Plans
2
Retirement
2
$530K assets
Welfare
0
Participants
6
445 HAMILTON AVENUE #1102 - WHITE PLAINS, NY 10601212-500-5953thewakemanagency.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $530K 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
THE WAKEMAN AGENCY LLC CASH BALANCE PLAN
CashBalance
Assets$426K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE WAKEMAN AGENCY 401(K) PLAN
401k
Assets$104K
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 | THE WAKEMAN AGENCY LLC CASH BALANCE PLAN | CashBalance | $426K | 3 | 2024 | |
| 001 | THE WAKEMAN AGENCY 401(K) PLAN | 401k | $104K | 3 | 2024 |
Retirement plans