Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTERN RESERVE ENERGY CORP
EIN 34-1212025wholesaleLatest filing 2025
Plans
3
Retirement
2
$2.5M assets
Welfare
1
Participants
20
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 14 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#003
WESTERN RESERVE ENERGY CORP CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WESTERN RESERVE ENERGY CORP. 401(K) PLAN
401k
Assets$957K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
WESTERN RESERVE ENERGY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WESTERN RESERVE ENERGY CORP CASH BALANCE PLAN | CashBalance | $1.5M | 6 | 2025 | |
| 002 | WESTERN RESERVE ENERGY CORP. 401(K) PLAN | 401k | $957K | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTERN RESERVE ENERGY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans