Sponsor portfolio
W&A INVESTMENTS, INC.
EIN 81-4179766Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$1.5M assets
Welfare
1
Participants
24
9280 PLAINFIELD RD, STE C - BLUE ASH, OH 45235513-273-0178
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
W&A INVESTMENTS, INC. RETIREMENT PLAN
ProfitSharing
Assets$1.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
W AND A INVESTMENTS INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | W&A INVESTMENTS, INC. RETIREMENT PLAN | ProfitSharing | $1.5M | 24 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | W AND A INVESTMENTS INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans