Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MGR WEALTH MANAGEMENT, LLC
EIN 93-4255158financial servicesLatest filing 2025
Plans
2
Retirement
2
$286K assets
Welfare
0
Participants
8
2600 N. MILITARY TRAIL, SUITE 240 - BOCA RATON, FL 33431561-918-1972mgrwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $286K assets / 8 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
MGR WEALTH MANAGEMENT LLC 401(K) PLAN
401k
Assets$212K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MGR WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$73K
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 | MGR WEALTH MANAGEMENT LLC 401(K) PLAN | 401k | $212K | 4 | 2024 | |
| 002 | MGR WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $73K | 4 | 2025 |
Retirement plans