Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WMG FINANCIAL ADVISORS, LLC
EIN 20-1971280Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
15
620 MABRY HOOD ROAD - KNOXVILLE, TN 37932865-288-5001wmgfinancialadvisors.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 15 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#001
WMG FINANCIAL ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WMG FINANCIAL ADVISORS, LLC 401(K) PLAN
401k
Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WMG FINANCIAL ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $2.7M | 5 | 2024 | |
| 002 | WMG FINANCIAL ADVISORS, LLC 401(K) PLAN | 401k | $1.2M | 10 | 2025 |
Retirement plans