Filings through .
Sponsor portfolio
Advisian CPA, LLC
EIN 33-1885952Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
6
506 ROSWELL STREET, BLGD 300 - MARIETTA, GA 30060770-293-0037
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 | |
|---|---|---|---|---|---|---|
| 001 | ADVISIAN CPA, LLC RETIREMENT PLAN | 401(k) | $2.4M | 6 | 2025 |
Retirement plans