Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EGAN WEALTH MANAGEMENT LLC
EIN 47-2876693Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
11
170 KINNELON ROAD, SUITE 30 - KINNELON, NJ 07405973-492-6681
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M 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#002
EGAN WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EGAN WEALTH MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN
401k
Assets$473K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EGAN WEALTH MANAGEMENT GROUP LLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 5 | 2025 | |
| 001 | EGAN WEALTH MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN | 401k | $473K | 6 | 2025 |
Retirement plans