Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
WELLER & ASSOCIATES, INC.
EIN 26-0064722environmental servicesLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
44
1395 WEST FIFTH AVENUE - COLUMBUS, OH 43212614-485-9435wellercrm.comLinkedIn1-10 employeesenvironmental services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 44 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
WELLER & ASSOCIATES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WELLER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$946K
Participants22
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 | WELLER & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 22 | 2024 | |
| 001 | WELLER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $946K | 22 | 2024 |
Retirement plans