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9258 WEALTH MANAGEMENT LLC — 9258 WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250509122919NAL0013676833001
9258 WEALTH MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
9258 WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
30
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
9258 WEALTH MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
9258 WEALTH MANAGEMENT LLC
EIN
82-2359200
Address
4420 COOPER ROAD, SUITE 100 · CINCINNATI, OH · 45242
Phone
(513) 791-9258
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Trustee phone
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