Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK S. WEAVER WEALTH ADVISORY, LLC
EIN 81-0864366Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$899K assets
Welfare
0
Participants
4
9150 SOUTH HILLS BOULEVARD, SUITE 200 - BROADVIEW HEIGHTS, OH 44147440-554-5057
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $899K assets / 4 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#002
MARK S. WEAVER WEALTH ADVISORY, LLC CASH BALANCE PLAN
CashBalance
Assets$851K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK S. WEAVER WEALTH ADVISORY, LLC 401(K) PLAN
401k
Assets$48K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK S. WEAVER WEALTH ADVISORY, LLC CASH BALANCE PLAN | CashBalance | $851K | 2 | 2024 | |
| 001 | MARK S. WEAVER WEALTH ADVISORY, LLC 401(K) PLAN | 401k | $48K | 2 | 2024 |
Retirement plans