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  2. FAMILY WEALTH PLANNING GROUP, LLC
Sponsor portfolio

FAMILY WEALTH PLANNING GROUP, LLC

EIN 30-0943785-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
29
9115 CORSEA DEL FONTANA WAY STE 100 - NAPLES, FL 34109239-321-5001
Plans on this EIN
2 filings
#002CashBalance-$3.8M - 8 part#001401k-$3.1M - 21 part

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • 401(K) PS PLAN (#001)45%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#001)21
  • CASH BALANCE PLAN (#002)8
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FWPG CASH BALANCE PLAN

CashBalance

Assets$3.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FWPG 401(K) PS PLAN

401k

Assets$3.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FWPG CASH BALANCE PLANCashBalance$3.8M82025
001FWPG 401(K) PS PLAN401k$3.1M212025
Retirement plans
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