Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
WYMARD AND ASSOCIATES, INC.
EIN 31-1714504Retail TradeLatest filing 2025
Plans
3
Retirement
2
$2.7M assets
Welfare
1
Participants
56
3649 FISHINGER BLVD - HILLIARD, OH 43026614-792-0884
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 47 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#001
WYMARD AND ASSOCIATES, INC. AQUA 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.8M
Participants30
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AQUARIUM ADVENTURE DEFINED BENEFIT PLAN
TraditionalDB
Assets$934K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
WYMARD ASSOC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WYMARD AND ASSOCIATES, INC. AQUA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.8M | 30 | 2025 | |
| 002 | AQUARIUM ADVENTURE DEFINED BENEFIT PLAN | TraditionalDB | $934K | 17 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WYMARD ASSOC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans