Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TOM WHEALDON CONSTRUCTION
EIN 91-1216526ConstructionLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
10
6549 NEW BROOKLYN RD. - BAINBRIDGE ISLAND, WA 98110206-353-2408
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 10 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
TOM WHEALDON CONSTRUCTION CASH BALANCE PLAN
TraditionalDB
Assets$991K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TOM WHEALDON CONSTRUCTION PROFIT SHARING PLAN
ProfitSharing
Assets$132K
Participants5
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 | TOM WHEALDON CONSTRUCTION CASH BALANCE PLAN | TraditionalDB | $991K | 5 | 2024 | |
| 002 | TOM WHEALDON CONSTRUCTION PROFIT SHARING PLAN | ProfitSharing | $132K | 5 | 2024 |
Retirement plans