Filings through .
Encompass Wealth Group, LLC
EIN 84-4818849financial servicesLatest filing 2025
Plans
2
Retirement
1
$248K assets
Health & Benefits
1
Participants
7
1441 SAINT MARYS RD - SIDNEY, OH 45365937-498-1128eikenberryretirement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ENCOMPASS WEALTH GROUP, LLC 401(K) PLAN
401(k)
Assets$248K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ENCOMPASS WEALTH GROUP SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ENCOMPASS WEALTH GROUP, LLC 401(K) PLAN | 401(k) | $248K | 5 | 2025 |
- #001 · 401(k) · 20255
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ENCOMPASS WEALTH GROUP SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans