Sponsor portfolio
IBEX WEALTH ADVISORS
EIN 46-1546984financial servicesLatest filing 2025
Plans
1
Retirement
1
$378K assets
Welfare
0
Participants
7
135 US HIGHWAY 202 206, SUITE 4 - BEDMINSTER, NJ 07921908-849-7915ibexwealth.comLinkedIn11-50 employeesfinancial services
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 | IBEX WEALTH ADVISORS | 401k | $378K | 7 | 2025 |
Retirement plans