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Sponsor portfolio

CARDINAL STRATEGIC WEALTH GUIDANCE, LLC

EIN 81-1421751-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
Participants
18
9750 ORMSBY STATION ROAD, SUITE 102 - LOUISVILLE, KY 40223502-593-8217
Plans on this EIN
2 filings
#001401k-$2.0M - 11 part#501Self Funded-0 lives

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Retirement#001

SALING WEALTH ADVISORS 401(K) PLAN

401k

Assets$2.0M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

SALING WEALTH ADVISORS CBS BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SALING WEALTH ADVISORS 401(K) PLAN401k$2.0M112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SALING WEALTH ADVISORS CBS BENEFIT PLANSelf Funded-$002025
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