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Sponsor portfolio

W.E. FAMILY OFFICES, LLC

EIN 65-1033718-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$13.5M assets
Welfare
0
Participants
84
2811 PONCE DE LEON, SUITE 840 - CORAL GABLES, FL 33134305-825-2225
Plans on this EIN
1 filing
#001401k-$13.5M - 84 part

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Retirement#001

W.E. FAMILY OFFICES 401(K) PLAN

401k

Assets$13.5M
Participants84
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001W.E. FAMILY OFFICES 401(K) PLAN401k$13.5M842025
Retirement plans
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