WELLS TRECASO FINANCIAL GROUP
EIN 82-3327138AKRON, OH
WELLS TRECASO FINANCIAL GROUP (EIN 82-3327138) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $3.9M in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
3
Participants
14
Total assets
$3.9M
A WELLS TRECASO FINANCIAL GROUP employee? See the WELLS TRECASO FINANCIAL GROUP 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 82-3327138
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WELLS TRECASO FINANCIAL GROUP 401(K) PLAN | 001 | 5 | $2.0M |
| WELLS TRECASO FINANCIAL GROUP CASH BALANCE PLAN | 002 | 3 | $1.9M |
| WELLS TRECASO FINANCIAL CHAMBER BENEFIT ARRANGEMENT PLAN | 501 | 6 | $4K |
About this EIN
82-3327138 is the Employer Identification Number (EIN) WELLS TRECASO FINANCIAL GROUP reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?