Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMAS B. WAHLDER, LLC
EIN 86-2564139Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
21
1740 JACKSON ST. - ALEXANDRIA, LA 713090543318-442-9417
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 21 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#002
THOMAS B. WAHLDER RETIREMENT PLAN
ProfitSharing
Assets$2.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THOMAS B. WAHLDER CASH BALANCE PLAN
CashBalance
Assets$963K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THOMAS B. WAHLDER RETIREMENT PLAN | ProfitSharing | $2.4M | 11 | 2024 | |
| 004 | THOMAS B. WAHLDER CASH BALANCE PLAN | CashBalance | $963K | 10 | 2024 |
Retirement plans