Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDWARD J BOSCH JR & ASSOCIATES
EIN 81-1818021Latest filing 2025
Plans
3
Retirement
2
$843K assets
Welfare
1
Participants
17
7620 DIXI HIGHWAY - FLORENCE, KY 41042859-746-9110
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $843K assets / 14 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
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN
401k
Assets$440K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$403K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EDWARD J BOSCH JR & ASSOCIATES CBS 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 | |
|---|---|---|---|---|---|---|
| 001 | EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN | 401k | $440K | 8 | 2024 | |
| 002 | EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $403K | 6 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EDWARD J BOSCH JR & ASSOCIATES CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans