Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ESSENTIAL ADVISORY SERVICES
EIN 83-0775611financial servicesLatest filing 2024
Plans
2
Retirement
2
$437K assets
Welfare
0
Participants
7
400 POST AVENUE, SUITE 202 - WESTBURY, NY 11590516-408-3030essentialas.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $437K assets / 7 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#002
ESSENTIAL ADVISORY SERVICES PENSION PLAN
TraditionalDB
Assets$268K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ESSENTIAL ADVISORY SERVICES 401(K) PROFIT SHARING PLAN
401k
Assets$168K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ESSENTIAL ADVISORY SERVICES PENSION PLAN | TraditionalDB | $268K | 3 | 2024 | |
| 001 | ESSENTIAL ADVISORY SERVICES 401(K) PROFIT SHARING PLAN | 401k | $168K | 4 | 2024 |
Retirement plans