Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WERNICK SPEAR WEALTH MANAGERS
EIN 84-2335190financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
13
3401 ENTERPRISE PARKWAY, SUITE 220 - BEACHWOOD, OH 44122216-282-3378wswealthmanagers.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 13 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
WERNICK SPEAR WEALTH MANAGERS 401(K) PLAN
401k
Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WERNICK SPEAR WEALTH MANAGERS CASH BALANCE PLAN
CashBalance
Assets$371K
Participants6
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 | WERNICK SPEAR WEALTH MANAGERS 401(K) PLAN | 401k | $1.9M | 7 | 2025 | |
| 002 | WERNICK SPEAR WEALTH MANAGERS CASH BALANCE PLAN | CashBalance | $371K | 6 | 2025 |
Retirement plans