Sponsor portfolio
SERVE ADVISORY GROUP, LLC
EIN 83-2827498management consultingLatest filing 2025
Plans
1
Retirement
1
$167 assets
Welfare
0
Participants
36
5518 OAK PL - BETHESDA, MD 20810585-278-0183serveadvisory.comLinkedIn11-50 employeesmanagement consulting
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 | SERVE ADVISORY GROUP, LLC 401(K) PLAN | 401k | $167 | 36 | 2025 |
Retirement plans