WMG Financial Advisors, LLC (EIN 20-1971280) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.5M in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WMG Financial Advisors, LLC Cash Balance Plan | 001 | 5 | $2.7M |
| WMG Financial Advisors, LLC 401(k) Plan | 002 | 7 | $778K |
20-1971280 is the Employer Identification Number (EIN) WMG Financial Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Tennessee EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
