Sponsor portfolio
WATERFORD ADVISORS, LLC
EIN 20-1941478financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
9
3858 NORTH BUFFALO ROAD SUITE 2 - ORCHARD PARK, NY 14127716-580-3906waterfordadv.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 | WATERFORD ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 9 | 2024 |
Retirement plans