Assets by plan
Share of aggregate retirement assets
Filings through .
Wealth Advisors, LLC
EIN 20-0611612financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Health & Benefits
0
Participants
23
1525 CAMELLIA BLVD - LAFAYETTE, LA 70508337-761-7000wealthadvisorsoffice.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 23 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WEALTH ADVISORS, LLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$2.3M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WEALTH, TAX AND INSURANCE ADVISORS, LLC 401(K) PLAN
401(k)
Assets$385K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WEALTH ADVISORS, LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.3M | 11 | 2025 |
| #001 | WEALTH, TAX AND INSURANCE ADVISORS, LLC 401(K) PLAN | 401(k) | $385K | 12 | 2025 |
- #002 · Traditional DB · 202511
- #001 · 401(k) · 202512
Retirement plans