Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FAMILY WEALTH ADVISORS
EIN 20-2076110philanthropyLatest filing 2025
Plans
2
Retirement
2
$771K assets
Welfare
0
Participants
4
6900 E. CAMELBACK ROAD, STE A39 - SCOTTSDALE, AZ 85251480-969-5667familylegacyadvisorsllc.comLinkedIn1-10 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $771K assets / 4 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
FAMILY WEALTH ADVISORS CASH BALANCE PLAN
CashBalance
Assets$513K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FAMILY WEALTH ADVISORS, LLC 401(K) PLAN
401k
Assets$258K
Participants2
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 | FAMILY WEALTH ADVISORS CASH BALANCE PLAN | CashBalance | $513K | 2 | 2025 | |
| 001 | FAMILY WEALTH ADVISORS, LLC 401(K) PLAN | 401k | $258K | 2 | 2025 |
Retirement plans