Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILSON MANAGEMENT SERVICES, INC.
EIN 85-0821413Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
13
69 SOUTH WASHINGTON STREET - WAYNESBURG, PA 15370724-627-6491
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 13 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
WILSON MANAGEMENT SERVICES, INC. 401K
401k
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILSON MANAGEMENT SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$166K
Participants6
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 | WILSON MANAGEMENT SERVICES, INC. 401K | 401k | $1.3M | 7 | 2025 | |
| 002 | WILSON MANAGEMENT SERVICES, INC. CASH BALANCE PLAN | CashBalance | $166K | 6 | 2025 |
Retirement plans