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THE JOSEPH GROUP, LLC

EIN 36-4729550-investment management-Latest filing 2025
Plans
1
Retirement
1
$8.8M assets
Welfare
0
Participants
32
605 S. FRONT STREET, SUITE 100 - COLUMBUS, OH 43215614-228-4300LinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$8.8M - 32 part

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Retirement#001

THE JOSEPH GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$8.8M
Participants32
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE JOSEPH GROUP, LLC 401(K) PROFIT SHARING PLAN401k$8.8M322025
Retirement plans
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