Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEALTH MANAGEMENT ADVISORS, LLC
EIN 46-5676735Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
11
3 LEGACY PARK ROAD, SUITE A - GREENVILLE, SC 29607864-236-4706
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 11 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
WEALTH MANAGEMENT ADVISORS 401(K) PLAN
401k
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEALTH MANAGEMENT ADVISORS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$970K
Participants5
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 | WEALTH MANAGEMENT ADVISORS 401(K) PLAN | 401k | $1.1M | 6 | 2024 | |
| 002 | WEALTH MANAGEMENT ADVISORS, LLC CASH BALANCE PENSION PLAN | CashBalance | $970K | 5 | 2024 |
Retirement plans