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OWNERSHIP ADVISORS INC

EIN 34-1884978-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
4
6100 OAK TREE BLVD STE 420 - INDEPENDENCE, OH 441316948216-328-5538ownershipadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.0M - 4 part

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Retirement#001

OWNERSHIP ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.0M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OWNERSHIP ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST401k$1.0M42025
Retirement plans
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