Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEALTH ADVISORS, LLC
EIN 20-0611612financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WEALTH ADVISORS, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WEALTH, TAX AND INSURANCE ADVISORS, LLC 401(K) PLAN
401k
Assets$385K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WEALTH ADVISORS, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 11 | 2025 | |
| 001 | WEALTH, TAX AND INSURANCE ADVISORS, LLC 401(K) PLAN | 401k | $385K | 12 | 2025 |
Retirement plans