Sponsor portfolio
CARDINAL WEALTH ADVISORY, LLC
EIN 20-3200243investment managementLatest filing 2024
Plans
1
Retirement
1
$251K assets
Welfare
0
Participants
3
5100 POPLAR AVENUE SUITE 2410 - MEMPHIS, TN 38137901-767-4401LinkedIn1-10 employeesinvestment management
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 | |
|---|---|---|---|---|---|---|
| 002 | CARDINAL WEALTH ADVISORY 401(K) PLAN | 401k | $251K | 3 | 2024 |
Retirement plans