Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MFA WEALTH LLC
EIN 47-1999834investment managementLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
20
650 WASHINGTON ROAD, SUITE 1000 - PITTSBURGH, PA 15228412-343-8700mfa-wealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 20 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#002
MFA WEALTH LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MFA WEALTH LLC 401(K) PROFIT SHARING PLAN
401k
Assets$720K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MFA WEALTH LLC CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 10 | 2025 | |
| 001 | MFA WEALTH LLC 401(K) PROFIT SHARING PLAN | 401k | $720K | 10 | 2025 |
Retirement plans