Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
JEFFREY GALL WEALTH ADVISORS
EIN 83-0925489Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
4
8209 PENN WAY COURT - FRANKLIN, TN 37064925-937-6382
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 4 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
JEFFREY GALL WEALTH ADVISORS DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$2.0M
Participants2
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Retirement#001
JEFFREY GALL WEALTH ADVISORS 401(K) PLAN & TRUST
401k
Assets$417K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFFREY GALL WEALTH ADVISORS DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $2.0M | 2 | 2024 | |
| 001 | JEFFREY GALL WEALTH ADVISORS 401(K) PLAN & TRUST | 401k | $417K | 2 | 2024 |
Retirement plans