Wells Trecaso Financial Group (EIN 82-3327138) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $2.6M in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Wells Trecaso Financial Group 401(k) Plan | 001 | 6 | $2.6M |
| Wells Trecaso Financial Chamber Benefit Arrangement Plan | 501 | 6 | $4K |
| Wells Trecaso Financial Group Cash Balance Plan | 002 | 0 | $0 |
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?
