Sponsor portfolio
STEIN WEALTH ADVISORS, LLC
EIN 80-0373188investment managementLatest filing 2025
Plans
1
Retirement
1
$802K assets
Welfare
0
Participants
9
1700 ASHWOOD DRIVE, SUITE 1701 - CANONSBURG, PA 15317724-260-0491LinkedIn1-10 employeesinvestment management
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 | STEIN WEALTH ADVISORS, LLC 401(K) PLAN | 401k | $802K | 9 | 2025 |
Retirement plans