Filings through .
Sponsor portfolio
SPH Wealth Group, LLC
EIN 82-3302189Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$216K assets
Welfare
1
Participants
3
5731 SHIELDS RD STE D - CANFIELD, OH 44406330-283-5317
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
SPH WEALTH GROUP, LLC 401(K) P/S PLAN
401(k)
Assets$216K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPH WEALTH GROUP OFB 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 | SPH WEALTH GROUP, LLC 401(K) P/S PLAN | 401(k) | $216K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPH WEALTH GROUP OFB BENEFIT PLAN | Self-funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans