Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAM GLASER DBA NOBEL WEALTH ADVISORS
EIN 47-4959250investment bankingLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 7 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
NOBEL WEALTH ADVISORS 401(K) PLAN
401k
Assets$852K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NOBEL WEALTH ADVISORS CASH BALANCE PLAN
CashBalance
Assets$304K
Participants3
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 | NOBEL WEALTH ADVISORS 401(K) PLAN | 401k | $852K | 4 | 2024 | |
| 002 | NOBEL WEALTH ADVISORS CASH BALANCE PLAN | CashBalance | $304K | 3 | 2024 |
Retirement plans