OpenERISA

9258 Wealth Management LLC

Cincinnati, OH, 45242

EIN 82-2359200
Plans
2
Total participants
171
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523210
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF0019258 Wealth Management LLC 401(K) Retirement Plan2
2024Form 5500-SF0039258 Wealth Management, LLC Cash Balance Pension Plan1
2023Form 5500-SF0019258 Wealth Management LLC 401(K) Retirement Plan26
2023Form 5500-SF0039258 Wealth Management LLC Cash Balance Pension Plan17
2022Form 5500-SF0019258 Wealth Management LLC 401(K) Retirement Plan25
2022Form 5500-SF0039258 Wealth Management LLC Cash Balance Pension Plan18
2021Form 5500-SF0019258 Wealth Management LLC 401(K) Retirement Plan27
2021Form 5500-SF0039258 Wealth Management LLC Cash Balance Pension Plan18
2020Form 5500-SF0019258 Wealth Management LLC 401(K) Retirement Plan27
2020Form 5500-SF0039258 Wealth Management LLC Cash Balance Pension Plan10

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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