Sponsor portfolio
WESTMINSTER FINANCIAL SECURITIES, INC.
EIN 31-1213105financial servicesLatest filing 2025
Plans
1
Retirement
1
$23.1M assets
Welfare
0
Participants
57
50 CHESTNUT ST.,, SUITE A-200 - BEAVERCREEK, OH 45440937-665-0113LinkedIn51-200 employeesfinancial services
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 | WESTMINSTER FINANCIAL SECURITIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $23.1M | 57 | 2025 |
Retirement plans