How big is 9258 Wealth Management LLC's plan?

9258 Wealth Management LLC's plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20250509122919NAL0013676833001

9258 Wealth Management LLC

Name: 9258 Wealth Management LLC — 9258 Wealth Management, Form 5500 (2024)
Creator: 9258 Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

9258 Wealth Management LLC 401(k) Retirement Plan

401(k) retirement plan · 9258 Wealth Management LLC's 9258 Wealth Management LLC 401(k) Retirement Plan held $2.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jeremy J. Schira signed 9258 Wealth Management LLC's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

9258 Wealth Management LLC's EIN is 82-2359200.

EIN 82-2359200

Plan number 001

Plan year 2024

ACK ID 20250509122919NAL0013676833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 9258 Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

9258 Wealth Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 9258 WEALTH MANAGEMENT LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

9258 WEALTH MANAGEMENT LLC

EIN

all filings

Address

4420 COOPER ROAD, SUITE 100 · CINCINNATI, OH · 45242

Phone

(513) 791-9258

Industry

Finance & Insurance

Plan administrator