Sponsor portfolio
MORA WEALTH MANAGEMENT LLC
EIN 65-0974286Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$3.6M assets
Welfare
0
Participants
39
1450 BRICKELL AVENUE SUITE 2900 - MIAMI, FL 33131305-459-5418
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 | MORA WEALTH MANAGEMENT, L.L.C. | 401k | $3.6M | 39 | 2024 |
Retirement plans