Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Life$100K
- Short-term disability$100K
- Long-term disability$100K
- +1 more
Filings through .
Facet Wealth, Inc.
EIN 81-3453207Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$24.5M assets
Health & Benefits
1
$2.2M premiums
Participants
446
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.2M premiums / 279 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FACET WEALTH, INC. 401(K) PLAN
401(k)
Assets$24.5M
Participants278
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
FACET WEALTH WRAP BENEFIT PLAN
Fully insured - AETNA LIFE INSURANCE CO.
Premiums$2.2M
Covered lives279
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FACET WEALTH, INC. 401(K) PLAN | 401(k) | $24.5M | 278 | 2025 |
- #001 · 401(k) · 2025278
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | FACET WEALTH WRAP BENEFIT PLAN | Fully insured | AETNA LIFE INSURANCE CO. | $2.2M | 279 | 2025 |
- #504 · Fully insured · AETNA LIFE INSURANCE CO. · 2025279
Retirement plans
Health & Benefits plans