Sponsor portfolio
FAMILY WEALTH ALLIANCE, LLC
EIN 20-0190151financial servicesLatest filing 2024
Plans
1
Retirement
1
$24 assets
Welfare
0
Participants
1
333 N MICHIGAN AVE, 3200 - CHICAGO, IL 60601312-248-8820familywealthalliance.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FAMILY WEALTH ALLIANCE 401(K) PLAN | 401k | $24 | 1 | 2024 |
Retirement plans