Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRI-STATE FINANCIAL GROUP
EIN 31-1451072investment managementLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
8044 MONTGOMERY ROAD, SUITE 530 - CINCINNATI, OH 45236513-985-0320LinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$713K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRI-STATE FINANCIAL DEFINED BENEFIT PLAN
TraditionalDB
Assets$592K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $713K | 3 | 2025 | |
| 001 | TRI-STATE FINANCIAL DEFINED BENEFIT PLAN | TraditionalDB | $592K | 3 | 2024 |
Retirement plans