Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WALSH WEALTH GROUP
EIN 85-2604615Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$837K assets
Welfare
0
Participants
4
503 CORBIN PLACE - WEST ISLIP, NY 11795631-671-7366
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $837K assets / 4 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
WALSH WEALTH GROUP 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$510K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WALSH WEALTH GROUP CASH BALANCE PLAN
CashBalance
Assets$327K
Participants2
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 | WALSH WEALTH GROUP 401(K) PROFIT SHARING PLAN | ProfitSharing | $510K | 2 | 2024 | |
| 002 | WALSH WEALTH GROUP CASH BALANCE PLAN | CashBalance | $327K | 2 | 2024 |
Retirement plans