Sponsor portfolio
ADVISEWELL, INC.
EIN 72-1081340Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$4.6M assets
Welfare
0
Participants
100
201 ST. CHARLES AVENUE, SUITE 2401 - NEW ORLEANS, LA 70170225-248-7898
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 | ADVISEWELL, INC. RETIREMENT SAVINGS PLAN | 403b | $4.6M | 100 | 2024 |
Retirement plans
Welfare plans