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Sponsor portfolio

A WEALTH PARTNER LLC

EIN 82-2194823-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
4
1921 OVERLOOK RIDGE DRIVE - KELLER, TX 76248817-754-1790
Plans on this EIN
2 filings
#001401k-$558K - 2 part#002CashBalance-$452K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • WEALTH PARTNER 401(K) (#001)55%
  • DEFINED BENEFIT PLAN (#002)45%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WEALTH PARTNER 401(K) (#001)2
  • DEFINED BENEFIT PLAN (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

A WEALTH PARTNER 401(K) PLAN

401k

Assets$558K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

A WEALTH PARTNER DEFINED BENEFIT PLAN

CashBalance

Assets$452K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001A WEALTH PARTNER 401(K) PLAN401k$558K22025
002A WEALTH PARTNER DEFINED BENEFIT PLANCashBalance$452K22025
Retirement plans
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