Sponsor portfolio
SAA, LLC DBA ALACRITY WEALTH ADVISORS
EIN 81-4532363Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
19
3241A BUSINESS PARK DR - STEVENS POINT, WI 54482715-341-6657
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALACRITY WEALTH ADVISORS 401(K) PLAN | 401k | $3.4M | 19 | 2025 |
Retirement plans