Sponsor portfolio
AVANTRA FAMILY WEALTH
EIN 82-2109431financial servicesLatest filing 2024
Plans
1
Retirement
1
$337K assets
Welfare
0
Participants
8
100 STERLING PARKWAY SUITE 107 - MECHANICSBURG, PA 17050717-276-1506avantrafamilywealth.comLinkedIn1-10 employeesfinancial services
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 | AVANTRA FAMILY WEALTH 401(K) RETIREMENT SAVINGS PLAN | 401k | $337K | 8 | 2024 |
Retirement plans