Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ABOUND WEALTH MANAGEMENT, LLC
EIN 81-4120898financial servicesLatest filing 2024
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
60
108 FOURTH AVENUE SOUTH, SUITE 207 - FRANKLIN, TN 37064615-226-3667aboundwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 60 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
ABOUND WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN
401k
Assets$7.9M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ABOUND WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants29
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 | ABOUND WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | 401k | $7.9M | 31 | 2024 | |
| 002 | ABOUND WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 29 | 2024 |
Retirement plans