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FLOURISH WEALTH ADVISORS LLC

EIN 82-4900560-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$3.6M assets
Welfare
0
Participants
3
HERITAGE SQUARE 2531 RTE 52 STE 207 - HOPEWELL JUNCTION, NY 125330000845-253-5250flourishwealthadvisors.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$3.6M - 3 part

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Retirement#001

FLOURISH WEALTH ADVISORS 401(K) PLAN

401k

Assets$3.6M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLOURISH WEALTH ADVISORS 401(K) PLAN401k$3.6M32025
Retirement plans
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