Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
9258 WEALTH MANAGEMENT LLC
EIN 82-2359200financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
31
4420 COOPER ROAD, SUITE 100 - CINCINNATI, OH 45242513-791-92589258wealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 31 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
9258 WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN
401k
Assets$2.1M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
9258 WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants1
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 | 9258 WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN | 401k | $2.1M | 30 | 2024 | |
| 003 | 9258 WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 1 | 2024 |
Retirement plans