Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
ADALAN PRIVATE WEALTH
EIN 87-2175373financial servicesLatest filing 2024
Plans
2
Retirement
2
$874K assets
Welfare
0
Participants
4
1455 PENNSYLVANIA AVE - WASHINGTON, DC 20004202-349-9859adalanpw.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $874K 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
ADALAN PRIVATE WEALTH DEFINED BENEFIT PLAN
TraditionalDB
Assets$593K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ADALAN PRIVATE WEALTH 401(K) PROFIT SHARING PLAN & TRUST
TraditionalDB
Assets$281K
Participants2
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 | ADALAN PRIVATE WEALTH DEFINED BENEFIT PLAN | TraditionalDB | $593K | 2 | 2024 | |
| 001 | ADALAN PRIVATE WEALTH 401(K) PROFIT SHARING PLAN & TRUST | TraditionalDB | $281K | 2 | 2024 |
Retirement plans