Sponsor portfolio
HAWTHORNE CAPITAL WEALTH ADVISORS, LLC
EIN 92-0652718financial servicesLatest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
Participants
24
8025 BONHOMME AVE., SUITE 100 - CLAYTON, MO 63105314-721-3187hcwadvisor.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HAWTHORNE CAPITAL WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
401k
Assets$6.4M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
HAWTHORNE CAPITAL WEALTH ADVISORS MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAWTHORNE CAPITAL WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $6.4M | 15 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HAWTHORNE CAPITAL WEALTH ADVISORS MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans