Sponsor portfolio
CLARK GUILLIAM WEALTH MANAGEMENT
EIN 85-1647719Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$757K assets
Welfare
1
Participants
5
875 N. CLEVELAND MASSILLON ROAD - AKRON, OH 44333330-932-4110
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
CLARK GUILLIAM WEALTH MANAGEMENT SAFE HARBOR 401(K) PLAN
401k
Assets$757K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLARK GUILLIAM BERTSCH WEALTH MANAGEMENT CHAMBER BENEFIT ARRANGEMENT 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 | CLARK GUILLIAM WEALTH MANAGEMENT SAFE HARBOR 401(K) PLAN | 401k | $757K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLARK GUILLIAM BERTSCH WEALTH MANAGEMENT CHAMBER BENEFIT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans