Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ATTAIN WEALTH PARTNERS
EIN 99-2949530Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
14
3983 NORTHPOINTE DRIVE, UNIT 2 - ZANESVILLE, OH 43701740-712-0652
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 14 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
ATTAIN WEALTH PARTNERS CASH BALANCE PENSION PLAN
CashBalance
Assets$1.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ATTAIN WEALTH PARTNERS RETIREMENT PLAN
401k
Assets$287K
Participants7
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 | ATTAIN WEALTH PARTNERS CASH BALANCE PENSION PLAN | CashBalance | $1.8M | 7 | 2025 | |
| 001 | ATTAIN WEALTH PARTNERS RETIREMENT PLAN | 401k | $287K | 7 | 2025 |
Retirement plans