Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPIEGELMAN WEALTH MANAGEMENT, INC.
EIN 84-4785195financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
9
1212 BROADWAY PLAZA, SUITE #2100 - WALNUT CREEK, CA 94596925-385-6200spiegelmanwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 9 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
SPIEGELMAN WEALTH MANAGEMENT INC, 401(K) PLAN
401k
Assets$2.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SPIEGELMAN WEALTH MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$100K
Participants4
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 | SPIEGELMAN WEALTH MANAGEMENT INC, 401(K) PLAN | 401k | $2.9M | 5 | 2025 | |
| 002 | SPIEGELMAN WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $100K | 4 | 2025 |
Retirement plans