Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WARTHER & ASSOCIATES, INC
EIN 34-1452724Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
15
1075 WEST MARKET STREET - AKRON, OH 44313330-867-6999
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 15 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
WARTHER & ASSOCIATES, INC 401(K) PLAN
401k
Assets$2.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WARTHER & ASSOCIATES, INC DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WARTHER & ASSOCIATES, INC 401(K) PLAN | 401k | $2.6M | 9 | 2024 | |
| 003 | WARTHER & ASSOCIATES, INC DEFINED BENEFIT PENSION PLAN | CashBalance | $1.3M | 6 | 2024 |
Retirement plans