Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IVY LEAGUE FINANCIAL ADVISORS, LLC
EIN 73-1715946financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
10
11 N WASHINGTON ST STE 250 - ROCKVILLE, MD 20850301-258-1300ivyfa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 10 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
IVY LEAGUE FINANCIAL ADVISORS, LLC 401(K) PLAN
401k
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IVY LEAGUE FINANCIAL ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$856K
Participants4
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 | IVY LEAGUE FINANCIAL ADVISORS, LLC 401(K) PLAN | 401k | $1.5M | 6 | 2025 | |
| 002 | IVY LEAGUE FINANCIAL ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $856K | 4 | 2024 |
Retirement plans