How big is Trecaso Wealth Management Group LLC's plan?

Trecaso Wealth Management Group LLC's plan reported $439K in assets and 1 participants for 2024.

Original filing (PDF)20250530150242NAL0005315299001

Trecaso Wealth Management Group LLC

Name: Trecaso Wealth Management Group LLC — Trecaso Wealth, Form 5500 (2024)
Creator: Trecaso Wealth Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trecaso Wealth Management Group LLC 401(k) Plan

401(k) retirement plan · Trecaso Wealth Management Group LLC's Trecaso Wealth Management Group LLC 401(k) Plan held $439K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$439K

Net assets (EOY)

$439K

People on this filing

John Trecaso signed Trecaso Wealth Management Group LLC's 2024 Form 5500 as plan administrator.

John Trecaso — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trecaso Wealth Management Group LLC's EIN is 27-3448856.

EIN 27-3448856

Plan number 001

Plan year 2024

ACK ID 20250530150242NAL0005315299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trecaso Wealth Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trecaso Wealth Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRECASO WEALTH MANAGEMENT GROUP LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score