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  2. WESTERN RETAIL ADVISORS, LLC
Sponsor portfolio

WESTERN RETAIL ADVISORS, LLC

EIN 86-0973575-real estate-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
25
2555 E. CAMELBACK ROAD, SUITE 200 - PHOENIX, AZ 85016602-795-8744w-retail.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#002CashBalance-$3.1M - 6 part#001401k-$1.9M - 19 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • WRA PENSION (#002)62%
  • PROFIT SHARING PLAN (#001)38%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)19
  • WRA PENSION (#002)6
Total 25Click 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

WRA PENSION PLAN

CashBalance

Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WRA 401(K) PROFIT SHARING PLAN

401k

Assets$1.9M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WRA PENSION PLANCashBalance$3.1M62024
001WRA 401(K) PROFIT SHARING PLAN401k$1.9M192025
Retirement plans
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