Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEISBERG WEALTH MANAGEMENT, LLC
EIN 92-1606440Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
6
400 5TH AVE S STE 302 - NAPLES, FL 34102239-367-7152
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M 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
WEISBERG WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$677K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WEISBERG WEALTH MANAGEMENT 401K PLAN
401k
Assets$349K
Participants3
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 | WEISBERG WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $677K | 3 | 2025 | |
| 001 | WEISBERG WEALTH MANAGEMENT 401K PLAN | 401k | $349K | 3 | 2025 |
Retirement plans