Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UHRIG FINANCIAL
EIN 46-1867872investment managementLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
10
P.O. BOX 1001 - CHILLICOTHE, OH 45601740-773-3331uhrigfinancial.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 10 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
UHRIG FINANCIAL 401(K) PLAN
401k
Assets$631K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UHRIG FINANCIAL CASH BALANCE PLAN
CashBalance
Assets$380K
Participants5
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 | UHRIG FINANCIAL 401(K) PLAN | 401k | $631K | 5 | 2024 | |
| 002 | UHRIG FINANCIAL CASH BALANCE PLAN | CashBalance | $380K | 5 | 2024 |
Retirement plans