Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Senior Benefit Advantage, LLC
EIN 83-2068154Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$643K assets
Welfare
0
Participants
6
603 S SECOND ST. - COSHOCTON, OH 43812740-502-2784
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $643K assets / 6 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#002
SENIOR BENEFIT ADVANTAGE CASH BALANCE PENSION PLAN
Cash balance
Assets$555K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SENIOR BENEFIT ADVANTAGE 401(K) PROFIT SHARING PLAN
401(k)
Assets$88K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SENIOR BENEFIT ADVANTAGE CASH BALANCE PENSION PLAN | Cash balance | $555K | 3 | 2025 | |
| 001 | SENIOR BENEFIT ADVANTAGE 401(K) PROFIT SHARING PLAN | 401(k) | $88K | 3 | 2025 |
Retirement plans