Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
T.L. SQUIRE & COMPANY, INC.
EIN 34-1373179Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
11
4040 EMBASSY PARKWAY, SUITE 300 - AKRON, OH 44333330-668-2604
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 11 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
T.L. SQUIRE & COMPANY, INC., PROFIT SHARING PLAN
ProfitSharing
Assets$8.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
T.L. SQUIRE & COMPANY, INC. CASH BALANCE PLAN
CashBalance
Assets$389K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | T.L. SQUIRE & COMPANY, INC., PROFIT SHARING PLAN | ProfitSharing | $8.2M | 6 | 2024 | |
| 004 | T.L. SQUIRE & COMPANY, INC. CASH BALANCE PLAN | CashBalance | $389K | 5 | 2024 |
Retirement plans