Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
WEALTH MANAGEMENT ADVISORS RIA INC
EIN 85-0885666financial servicesLatest filing 2024
Plans
2
Retirement
2
$752K assets
Welfare
0
Participants
6
1707 61ST AVE #103 - GREELEY, CO 80634970-475-1753wealthmanagementadvisors.orgLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $752K assets / 6 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#001
PART THE OCEAN INC. CASH BALANCE PLAN
CashBalance
Assets$682K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEALTH MANAGEMENT ADVISORS RIA INC 401K PLAN
401k
Assets$70K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PART THE OCEAN INC. CASH BALANCE PLAN | CashBalance | $682K | 3 | 2024 | |
| 002 | WEALTH MANAGEMENT ADVISORS RIA INC 401K PLAN | 401k | $70K | 3 | 2024 |
Retirement plans