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  2. Wealth Management Associates, LLC

Filings through Oct 24, 2026.

Wealth Management Associates, LLC

EIN 04-3782664-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.6M assets
Health & Benefits
0
Participants
9
45 BROADWAY - SUITE 2230 - NEW YORK, NY 10006646-736-2394
Plans on this EIN
1 filing
#001401(k)-$1.6M - 9 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

401(k)

Assets$1.6M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST401(k)$1.6M92024
  • WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST$1.6M
    #001 · 401(k) · 20249
Retirement plans
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