Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
WELFARE AND PENSION ADMINISTRATION SERVICE, INC.
EIN 91-1363171Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$19.1M assets
Welfare
0
Participants
260
7525 SE 24TH STREET, SUITE 200 - MERCER ISLAND, WA 98040206-441-7574
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.1M assets / 260 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
67%top
- THE VANGUARD GROUP, INC.67%
- (Not disclosed)33%
Participants 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
WELFARE AND PENSION ADMINISTRATION SERVICE, INC. 401(K) SAVINGS PLAN
401k
Assets$12.7M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WELFARE & PENSION ADMINISTRATION SERVICE, INC. 401(K) PLAN FOR
401k
Assets$6.4M
Participants119
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 | WELFARE AND PENSION ADMINISTRATION SERVICE, INC. 401(K) SAVINGS PLAN | 401k | $12.7M | 141 | 2024 | |
| 003 | WELFARE & PENSION ADMINISTRATION SERVICE, INC. 401(K) PLAN FOR | 401k | $6.4M | 119 | 2024 |
Retirement plans