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  1. Companies/
  2. Assurance Wealth & Financial LLC

Filings through Oct 24, 2026.

Assurance Wealth & Financial LLC

EIN 99-2200723-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$31K assets
Health & Benefits
0
Participants
1
415 SW 21ST RD - MIAMI, FL 33129786-442-6593
Plans on this EIN
1 filing
#001401(k)-$31K - 1 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ASSURANCE WEALTH & FINANCIAL LLC 401(K) PLAN

401(k)

Assets$31K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ASSURANCE WEALTH & FINANCIAL LLC 401(K) PLAN401(k)$31K12025
  • ASSURANCE WEALTH & FINANCIAL LLC 401(K) PLAN$31K
    #001 · 401(k) · 20251
Retirement plans
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