Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARTEL WEALTH ADVISORS, INC.
EIN 91-2092070financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
23
2001 SE COLUMBIA RIVER DR, STE 200 - VANCOUVER, WA 986618206360-694-9940martelwealthadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 23 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
MARTEL WEALTH ADVISORS, INC. 401(K) RETIREMENT PLAN
401k
Assets$2.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MARTEL WEALTH ADVISORS, INC. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARTEL WEALTH ADVISORS, INC. 401(K) RETIREMENT PLAN | 401k | $2.6M | 15 | 2025 | |
| 002 | MARTEL WEALTH ADVISORS, INC. CASH BALANCE PLAN | CashBalance | $2.0M | 8 | 2025 |
Retirement plans