Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
WIRTH LOWE WISSEMEIER CPAS INC.
EIN 84-1696241accountingLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
15
8150 CORPORATE PARK DRIVE, STE. 140 - CINCINNATI, OH 45242513-247-3900wirthlowe.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 15 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
WIRTH LOWE WISSEMEIER CPAS INC. 401(K) PLAN
401k
Assets$4.2M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WIRTH LOWE WISSEMEIER CPAS INC. CASH BALANCE PLAN
CashBalance
Assets$708K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WIRTH LOWE WISSEMEIER CPAS INC. 401(K) PLAN | 401k | $4.2M | 10 | 2024 | |
| 002 | WIRTH LOWE WISSEMEIER CPAS INC. CASH BALANCE PLAN | CashBalance | $708K | 5 | 2024 |
Retirement plans