Filings through .
Sponsor portfolio
Family Wealth Strategies, LLC
EIN 35-2734231financial servicesLatest filing 2025
Plans
2
Retirement
1
$363K assets
Welfare
1
Participants
15
5940 TIMBER RIDGE DRIVE, STE 102 - PROSPECT, KY 40059502-749-1439LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FAMILY WEALTH STRATEGIES 401K PLAN
401(k)
Assets$363K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FAMILY WEALTH STRATEGIES CBS BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FAMILY WEALTH STRATEGIES 401K PLAN | 401(k) | $363K | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FAMILY WEALTH STRATEGIES CBS BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans