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FAMILY OFFICE RESEARCH, LLC

EIN 38-3724504-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
6
7910 WOODMONT AVENUE, SUITE 1120 - BETHESDA, MD 20814301-684-1765familyofficeresearch.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.5M - 6 part

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Retirement#001

FAMILY OFFICE RESEARCH, LLC 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST

401k

Assets$1.5M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY OFFICE RESEARCH, LLC 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST401k$1.5M62025
Retirement plans
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