Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAUL WEALTH ADVISORS, INC.
EIN 87-4249984Retail TradeLatest filing 2025
Plans
2
Retirement
2
$162K assets
Welfare
0
Participants
9
700 NE 26TH TERRACE - MIAMI, FL 33137212-457-1990
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $162K assets / 9 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
SAUL WEALTH ADVISORS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$142K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAUL WEALTH ADVISORS INC. RETIREMENT PLAN
ProfitSharing
Assets$20K
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 | |
|---|---|---|---|---|---|---|
| 002 | SAUL WEALTH ADVISORS, INC. CASH BALANCE PENSION PLAN | CashBalance | $142K | 5 | 2025 | |
| 003 | SAUL WEALTH ADVISORS INC. RETIREMENT PLAN | ProfitSharing | $20K | 4 | 2024 |
Retirement plans