Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
FAMILY WEALTH MANAGEMENT ADVISORY LLC
EIN 30-0641742financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
9
601 ROUTE 73 N, SUITE 206 - MARLTON, NJ 08053856-988-7722familywealthadvisory.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 9 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 MANAGEMENT ADVISORY LLC PENSION PLAN
TraditionalDB
Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FAMILY WEALTH MANAGEMENT ADVISORY LLC 401K) PLAN
401k
Assets$373K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FAMILY WEALTH MANAGEMENT ADVISORY LLC PENSION PLAN | TraditionalDB | $1.8M | 4 | 2024 | |
| 001 | FAMILY WEALTH MANAGEMENT ADVISORY LLC 401K) PLAN | 401k | $373K | 5 | 2024 |
Retirement plans