Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
HART WEALTH ADVISORY GROUP
EIN 38-3530446Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
10
24280 WOODWARD AVE - PLEASANT RIDGE, MI 48069248-554-3901
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M 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#002
HART WEALTH ADVISORY GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LEE V HART 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$693K
Participants4
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 | HART WEALTH ADVISORY GROUP CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 6 | 2025 | |
| 001 | LEE V HART 401(K) PROFIT SHARING PLAN & TRUST | 401k | $693K | 4 | 2025 |
Retirement plans