Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AUSPERITY PRIVATE WEALTH, LLC
EIN 87-2276671financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
224 STRAWBRIDGE DRIVE, SUITE 110 - MOORESTOWN, NJ 08057856-252-0101ausperityprivatewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 14 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
AUSPERITY PRIVATE WEALTH, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AUSPERITY PRIVATE WEALTH, LLC CASH BALANCE PLAN
CashBalance
Assets$114K
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 | |
|---|---|---|---|---|---|---|
| 001 | AUSPERITY PRIVATE WEALTH, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 10 | 2025 | |
| 002 | AUSPERITY PRIVATE WEALTH, LLC CASH BALANCE PLAN | CashBalance | $114K | 4 | 2025 |
Retirement plans