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Sponsor portfolio

WICKHAM CAPITAL, LLC

EIN 85-1325351-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
11
5900 RIVER ROAD, SUITE 101 - COLUMBUS, GA 31904706-786-6694wickhamcapital.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 5 part#001401k-$518K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • WICKHAM CAPITAL 401(K) (#001)32%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WICKHAM CAPITAL 401(K) (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WICKHAM CAPITAL CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WICKHAM CAPITAL 401(K) PLAN

401k

Assets$518K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WICKHAM CAPITAL CASH BALANCE PLANCashBalance$1.1M52024
001WICKHAM CAPITAL 401(K) PLAN401k$518K62025
Retirement plans
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