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  2. Westminster Financial Securities, Inc.

Filings through Oct 24, 2026.

Westminster Financial Securities, Inc.

EIN 31-1213105-financial services-Latest filing 2025
Plans
1
Retirement
1
$23.1M assets
Health & Benefits
0
Participants
57
50 CHESTNUT ST.,, SUITE A-200 - BEAVERCREEK, OH 45440937-665-0113LinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$23.1M - 57 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WESTMINSTER FINANCIAL SECURITIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$23.1M
Participants57
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WESTMINSTER FINANCIAL SECURITIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)$23.1M572025
  • WESTMINSTER FINANCIAL SECURITIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST$23.1M
    #001 · 401(k) · 202557
Retirement plans
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