Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HILL FINANCIAL STRATEGIES, LLC
EIN 85-4273548financial servicesLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
4
4565 E. GALBRAITH ROAD, SUITE B - CINCINNATI, OH 45236513-924-3350hillfinancialstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 4 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
HILL FINANCIAL STRATEGIES, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HILL FINANCIAL STRATEGIES, LLC 401(K)
401k
Assets$2.3M
Participants2
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 | HILL FINANCIAL STRATEGIES, LLC DEFINED BENEFIT PLAN | TraditionalDB | $3.2M | 2 | 2024 | |
| 001 | HILL FINANCIAL STRATEGIES, LLC 401(K) | 401k | $2.3M | 2 | 2024 |
Retirement plans