Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MUMY FINANCIAL ADVISORS, LLC
EIN 45-4003330investment managementLatest filing 2025
Plans
2
Retirement
2
$853K assets
Welfare
0
Participants
13
200 FIRST AVE NW, SUITE 303 - HICKORY, NC 28601828-855-9400financialadvisorhickorynorthcarolina.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $853K assets / 13 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#001
MUMY FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN
401k
Assets$566K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MUMY FINANCIAL ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$286K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MUMY FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | 401k | $566K | 7 | 2025 | |
| 002 | MUMY FINANCIAL ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $286K | 6 | 2024 |
Retirement plans