Sponsor portfolio
MEYER CAPITAL MANAGEMENT, LLC
EIN 31-1455157investment managementLatest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
Participants
12
7655 FIVE MILE ROAD, SUITE 209 - CINCINNATI, OH 45230513-772-3600meyercapital.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MEYER CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$4.7M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MEYER CAPITAL MANAGEMENT SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MEYER CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.7M | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MEYER CAPITAL MANAGEMENT SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans