Sponsor portfolio
STEVEN E. ULMER INSURANCE AGENCY, INC.
EIN 30-0031314Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
3
5940 BEECHTOP DR. - CINCINNATI, OH 45233513-662-4300
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEVEN E. ULMER INSURANCE AGENCY, INC 401(K) PLAN | 401k | $1.7M | 3 | 2025 |
Retirement plans