Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
TA-CHECK FINANCIAL, LTD.
EIN 34-1971801Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
75
5323 PEARL ROAD - PARMA, OH 441291503216-398-4333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 75 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
TA-CHECK FINANCIAL, LTD. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$5.0M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TA-CHECK FINANCIAL, LTD. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TA-CHECK FINANCIAL, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $5.0M | 43 | 2024 | |
| 002 | TA-CHECK FINANCIAL, LTD. CASH BALANCE PLAN | CashBalance | $2.3M | 32 | 2024 |
Retirement plans