Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUSINESS ADVICE FOR BILLIONAIRES, LLC
EIN 81-3965665Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
2
$804K assets
Welfare
0
Participants
10
1006 VILLA DRIVE - MELBOURNE, FL 32940310-699-6297
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $804K assets / 10 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
BUSINESS ADVICE FOR BILLIONAIRES, LLC CASH BALANCE PLAN
CashBalance
Assets$473K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BUSINESS ADVICE FOR BILLIONAIRES, LLC 401(K) PLAN 401(K) PLAN
401k
Assets$330K
Participants5
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 | BUSINESS ADVICE FOR BILLIONAIRES, LLC CASH BALANCE PLAN | CashBalance | $473K | 5 | 2025 | |
| 001 | BUSINESS ADVICE FOR BILLIONAIRES, LLC 401(K) PLAN 401(K) PLAN | 401k | $330K | 5 | 2024 |
Retirement plans