Family Wealth Group, LLC (EIN 27-4466476) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.1M in plan assets and 56 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Family Wealth Group 401(k) Plan | 001 | 29 | $1.0M |
| Family Wealth Group LLC CBS Benefit Plan | 501 | 27 | $29K |
27-4466476 is the Employer Identification Number (EIN) Family Wealth Group, 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 Kentucky EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
