Search public Form 5500 filings

Plans

• planIue-Cwa Gm Bankruptcy Claim TrustFinancial statementProvider compensation2023 filing
  $130.3Mreported assets (EOY)
  Sponsor: Iue-CwaEIN: 36-4684058Plan: 501Participants: 9,002Assets: $130,327,730Net assets: $127.5MAssets / participant: $14.5KLocation: Beavercreek, OHLatest: 2023
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• planWright-Patt Credit Union, Inc. 401(K) Plan And TrustFinancial statementProvider compensation2023 filing
  $111.1Mreported assets (EOY)
  Sponsor: Wright-Patt Credit Union, Inc.EIN: 31-0278870Plan: 033Participants: 1,515Assets: $111,112,257Net assets: $111.1MAssets / participant: $73.3KLocation: Beavercreek, OHLatest: 2023
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• planFrontier Technology, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $57.4Mreported assets (EOY)
  Sponsor: Frontier Technology, Inc.EIN: 77-0071221Plan: 001Participants: 732Assets: $57,424,236Net assets: $57.4MAssets / participant: $78.4KLocation: Beavercreek, OHLatest: 2023
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• planArctos, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  $32.5Mreported assets (EOY)
  Sponsor: Arctos, LLCEIN: 47-5602018Plan: 001Participants: 338Assets: $32,467,232Net assets: $32.5MAssets / participant: $96.1KLocation: Beavercreek, OHLatest: 2023
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• planSawdey Solution Services, Inc. 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
  $23.5Mreported assets (EOY)
  Sponsor: Sawdey Solution Services, Inc.EIN: 31-1765436Plan: 001Participants: 541Assets: $23,504,306Net assets: $23.5MAssets / participant: $43.4KLocation: Beavercreek, OHLatest: 2023
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• planPhillips Companies 401(K) Profit Sharing PlanFinancial statement2023 filing
  $19.2Mreported assets (EOY)
  Sponsor: Phillips CompaniesEIN: 32-0031444Plan: 001Participants: 105Assets: $19,238,903Net assets: $19.2MAssets / participant: $183.2KLocation: Beavercreek, OHLatest: 2023
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• planDiamond Growth Partners, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  $18.5Mreported assets (EOY)
  Sponsor: Diamond Growth Partners, LLCEIN: 93-3649538Plan: 001Participants: 221Assets: $18,452,843Net assets: $18.5MAssets / participant: $83.5KLocation: Beavercreek, OHLatest: 2023
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• planThe Greentree Group, Inc. Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $12.6Mreported assets (EOY)
  Sponsor: The Greentree Group, Inc.EIN: 31-1369924Plan: 001Participants: 216Assets: $12,559,476Net assets: $12.6MAssets / participant: $58.1KLocation: Beavercreek, OHLatest: 2023
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