Sponsor portfolio
ATLANTIC FAMILY WEALTH, LLC
EIN 46-5616964investment bankingLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
8
6705 S. RED ROAD, STE 604 - CORAL GABLES, FL 33143305-222-0977LinkedIn1-10 employeesinvestment banking
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 | ATLANTIC FAMILY WEALTH, LLC | 401k | $2.5M | 8 | 2025 |
Retirement plans