Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
TECHFFNANCE ADVISORY, LLC
EIN 20-5300293Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
7
6799 COLLINS AVENUE S410 - MIAMI, FL 33141212-518-6835
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 7 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
TECHFINANCE ADVISORY, LLC DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$3.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TECHFINANCE ADVISORY, LLC 401(K) PLAN AND TRUST
401k
Assets$800K
Participants3
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 | TECHFINANCE ADVISORY, LLC DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $3.2M | 4 | 2024 | |
| 001 | TECHFINANCE ADVISORY, LLC 401(K) PLAN AND TRUST | 401k | $800K | 3 | 2024 |
Retirement plans