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Sponsor portfolio

ROHRIG FINANCIAL

EIN 87-0934581-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$778K assets
Welfare
0
Participants
6
1031 NATIONAL ROAD - WHEELING, WV 26003304-905-0538
Plans on this EIN
2 filings
#001401k-$662K - 3 part#002CashBalance-$117K - 3 part

Retirement portfolio analytics

2 plans aggregated / $778K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • ROHRIG FINANCIAL 401(K) (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $778KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROHRIG FINANCIAL 401(K) (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROHRIG FINANCIAL 401(K) PLAN

401k

Assets$662K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROHRIG FINANCIAL CASH BALANCE PLAN

CashBalance

Assets$117K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROHRIG FINANCIAL 401(K) PLAN401k$662K32025
002ROHRIG FINANCIAL CASH BALANCE PLANCashBalance$117K32025
Retirement plans
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