Original filing (PDF)20250530150242NAL0005315299001

TRECASO WEALTH MANAGEMENT GROUP LLC

Name: TRECASO WEALTH MANAGEMENT GROUP LLC — TRECASO WEALTH MANAGEMENT GROUP LLC 401(K) PLAN, Form 5500 (2024)
Creator: TRECASO WEALTH MANAGEMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

TRECASO WEALTH MANAGEMENT GROUP LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$439K

Net assets (EOY)

$439K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

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.

Plan sponsor

Name

TRECASO WEALTH MANAGEMENT GROUP LLC

EIN

27-3448856all filings

Address

2311 W MARKET ST STE 1A · AKRON, OH · 443134441

Phone

(330) 835-4800

Industry

Finance & Insurancesee all

Plan administrator