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  2. Tri Wealth Management & Financial Planning, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Tri Wealth Management & Financial Planning, LLC

EIN 47-5160862-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
6
2299 MIAMISBURG CENTERVILLE RD - DAYTON, OH 45459937-280-4977
Plans on this EIN
1 filing
#001401(k)-$3.3M - 6 part

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Retirement#001

TIMOTHY R. IPPISCH 401(K) PROFIT SHARING PLAN

401(k)

Assets$3.3M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TIMOTHY R. IPPISCH 401(K) PROFIT SHARING PLAN401(k)$3.3M62025
Retirement plans
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