Wernick Spear Wealth Managers (EIN 84-2335190) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.8M in plan assets and 13 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Wernick Spear Wealth Managers 401(k) Plan | 001 | 7 | $1.4M |
| Wernick Spear Wealth Managers Cash Balance Plan | 002 | 6 | $371K |
84-2335190 is the Employer Identification Number (EIN) Wernick Spear Wealth Managers 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?
