Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WITTEN FINANCIAL SERVICES, LLC
EIN 81-3734799financial servicesLatest filing 2025
Plans
2
Retirement
2
$677K assets
Welfare
0
Participants
18
715 MILL STREET - LEITCHFIELD, KY 42754270-200-1056wittenfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $677K assets / 18 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
WITTEN FINANCIAL SERVICES, LLC 401(K) P/S PLAN
401k
Assets$348K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WITTEN FINANCIAL SERVICES, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$328K
Participants7
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 | WITTEN FINANCIAL SERVICES, LLC 401(K) P/S PLAN | 401k | $348K | 11 | 2025 | |
| 002 | WITTEN FINANCIAL SERVICES, LLC CASH BALANCE PENSION PLAN | CashBalance | $328K | 7 | 2025 |
Retirement plans