Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
WEALTHGUARD ADVISORS, INC.
EIN 27-3328265investment managementLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
10
496 MAIN STREET - PLACERVILLE, CA 95667530-621-1111wealthguardadvisors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 10 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#003
WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN | TraditionalDB | $2.1M | 5 | 2025 | |
| 002 | WEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.0M | 5 | 2025 |
Retirement plans