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  2. Clark, Schaefer, Hackett & Co.
  • Retirement analytics
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Filings through Oct 24, 2026.

Clark, Schaefer, Hackett & Co.

EIN 31-0800053-accounting-Latest filing 2025
Plans
3
Retirement
2
$168.6M assets
Health & Benefits
1
$1.4M premiums
Participants
1,139
10100 INNOVATION DRIVE SUITE 400 - DAYTON, OH 45342513-424-5000cshco.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
3 filings
#001401(k)-$159.7M - 677 part#002Traditional DB-$8.9M - 73 part#511Mixed-$1.4M - 818 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $168.6M assets / 750 participants

Assets by plan

Share of aggregate retirement assets

  • (WITH 401(K) PROVISIONS) (#001)$159.7M
  • DEFINED BENEFIT PENSION (#002)$8.9M
Total $168.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • (WITH 401(K) PROVISIONS) (#001)677
  • DEFINED BENEFIT PENSION (#002)73
Total 750Select a row to open it

Benefits portfolio analytics

1 plan / $1.4M premiums / 818 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$644K
  • Other$446K
  • Life$376K
  • Long-term disability$326K
  • Dental$285K
  • Vision$38K
Total $1.4M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS)

401(k)

Assets$159.7M
Participants677
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CLARK, SCHAEFER, HACKETT & CO. DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$8.9M
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511

CSH GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - QBE INSURANCE CORPORATION

Premiums$1.4M
Covered lives818
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS)401(k)$159.7M6772025
#002CLARK, SCHAEFER, HACKETT & CO. DEFINED BENEFIT PENSION PLANTraditional DB$8.9M732024
  • CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS)$159.7M
    #001 · 401(k) · 2025677
  • CLARK, SCHAEFER, HACKETT & CO. DEFINED BENEFIT PENSION PLAN$8.9M
    #002 · Traditional DB · 202473

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#511CSH GROUP, INC. HEALTH AND WELFARE BENEFIT PLANMixedQBE INSURANCE CORPORATION$1.4M8182025
  • CSH GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN$1.4M
    #511 · Mixed · QBE INSURANCE CORPORATION · 2025818
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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