Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
VENTISEI ADVISORY GROUP LLC
EIN 93-4488667Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$865K assets
Welfare
0
Participants
8
774 MAYS BLVD, STE 10 PMB 505 - INCLINE VILLAGE, NV 89451860-604-3040
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $865K 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#002
VENTISEI ADVISORY GROUP LLC CASH BALANCE PLAN
CashBalance
Assets$485K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
VENTISEI ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$380K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VENTISEI ADVISORY GROUP LLC CASH BALANCE PLAN | CashBalance | $485K | 3 | 2025 | |
| 001 | VENTISEI ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $380K | 5 | 2025 |
Retirement plans