PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WORDSWORTH & ASSOCIATES INC.
Sponsor portfolio

WORDSWORTH & ASSOCIATES INC.

EIN 31-1276127-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
Participants
9
2692 MADISON RD., STE. N1 #388 - CINCINNATI, OH 452081321513-271-7222
Plans on this EIN
2 filings
#001401k-$1.7M - 9 part#501Self Funded-0 lives

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WORDSWORTH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORDSWORTH COMM SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WORDSWORTH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$1.7M92025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORDSWORTH COMM SOCA BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica