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INCOME & ASSET ADVISORY INC

EIN 13-3335155-financial services-Latest filing 2025
Plans
1
Retirement
1
$862K assets
Welfare
0
Participants
5
80 BUSINESS PARK DR STE 304 - ARMONK, NY 105041705914-273-6800theadvisory.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$862K - 5 part

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Retirement#001

INCOME & ASSET ADVISORY INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$862K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INCOME & ASSET ADVISORY INC 401(K) PROFIT SHARING PLAN & TRUST401k$862K52025
Retirement plans
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