Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
WEALTH & TAX PLANNERS LLC
EIN 88-0731685Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
3021 CITRUS CIRCLE, SUITE 200 - WALNUT CREEK, CA 94598925-938-4300wtplanners.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 6 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
MARK A. GREENBERG DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.1M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MARK A. GREENBERG 401(K) PLAN & TRUST
401k
Assets$520K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK A. GREENBERG DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.1M | 3 | 2025 | |
| 001 | MARK A. GREENBERG 401(K) PLAN & TRUST | 401k | $520K | 3 | 2025 |
Retirement plans