Sponsor portfolio
HEALY WEALTH MANAGEMENT, LLC
EIN 46-1190834Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
2
200 ASHFORD CENTER NORTH, SUITE 400 - ATLANTA, GA 30338770-353-6443
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 | HEALY WEALTH MANAGEMENT INDIVIDUAL 401(K) PLAN | 401k | $1.4M | 2 | 2025 |
Retirement plans