Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
B&E Wilson Holdings
EIN 87-3777373Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$452K assets
Welfare
0
Participants
4
P.O. BOX 7662 - CAPISTRANO BEACH, CA 92624917-922-6420
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $452K 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#002
B&E WILSON HOLDINGS CASH BALANCE PENSION PLAN
Cash balance
Assets$371K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
B&E WILSON HOLDINGS 401(K) PROFIT SHARING PLAN
401(k)
Assets$80K
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 | |
|---|---|---|---|---|---|---|
| 002 | B&E WILSON HOLDINGS CASH BALANCE PENSION PLAN | Cash balance | $371K | 2 | 2025 | |
| 001 | B&E WILSON HOLDINGS 401(K) PROFIT SHARING PLAN | 401(k) | $80K | 2 | 2025 |
Retirement plans