Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A-Z PLUMBING SPINOFF
EIN 41-2199378ConstructionLatest filing 2025
Plans
3
Retirement
2
$928K assets
Welfare
1
Participants
26
4949 GALAXY PARKWAY, SUITE E - WARRENSVILLE HEIGHTS, OH 44128216-320-4000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $928K assets / 26 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#347
BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC
401k
Assets$874K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
A-Z PLUMBING SPINOFF
401k
Assets$54K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A-Z PLUMBING & DRAIN SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 347 | BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC | 401k | $874K | 22 | 2024 | |
| 002 | A-Z PLUMBING SPINOFF | 401k | $54K | 4 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A-Z PLUMBING & DRAIN SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans