Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
EMPLOYEE BENEFIT ADVISORS, LLC
EIN 20-1982920Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
12
115 E. MAPLE AVENUE, 2ND FLOOR - MOORESTOWN, NJ 08057856-662-4000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 12 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
EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EMPLOYEE BENEFIT ADVISORS, LLC 401K PLAN
401k
Assets$905K
Participants6
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 | EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $1.0M | 6 | 2024 | |
| 001 | EMPLOYEE BENEFIT ADVISORS, LLC 401K PLAN | 401k | $905K | 6 | 2024 |
Retirement plans