Filings through .
Norman Wealth Management LLC
EIN 47-4759024Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$244K assets
Health & Benefits
1
Participants
5
8 MEDICAL DRIVE SUITE A - CHILLICOTHE, OH 45601740-774-9444
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COMPASS INVESTMENT GROUP 401K PLAN
401(k)
Assets$244K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NORMAN WEALTH MANAGEMENT OFB BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COMPASS INVESTMENT GROUP 401K PLAN | 401(k) | $244K | 3 | 2025 |
- #001 · 401(k) · 20253
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NORMAN WEALTH MANAGEMENT OFB BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans