Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOHMANN BOSSHARD FINANCIAL SERVICES LLC
EIN 47-4841807financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
22
3421 RIDGEWOOD ROAD, SUITE 125 - FAIRLAWN, OH 44333330-666-6886kohmannbosshard.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 22 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#002
KOHMANN BOSSHARD FINANCIAL SERVICES LLC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KOHMANN BOSSHARD FINANCIAL SERVICES LLC 401(K) PLAN
401k
Assets$920K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KOHMANN BOSSHARD FINANCIAL SERVICES LLC CASH BALANCE PLAN | CashBalance | $1.6M | 7 | 2025 | |
| 001 | KOHMANN BOSSHARD FINANCIAL SERVICES LLC 401(K) PLAN | 401k | $920K | 15 | 2025 |
Retirement plans