Assets by plan
Share of aggregate retirement assets
92%top
Sponsor portfolio
PREMIER WEALTH ADVISORS, LLC
EIN 81-2744669financial servicesLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
27
12531 HIGH BLUFF DRIVE, SUITE 110 - SAN DIEGO, CA 92130mypremierwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 27 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
PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$451K
Participants14
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 | PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.1M | 13 | 2024 | |
| 002 | PREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST | CashBalance | $451K | 14 | 2024 |
Retirement plans