Back to filter
Original filing (PDF)20251010104844NAL0018284738001
FAMILY WEALTH ADVISORY GROUP, LLC
Form 5500-SF
FILING_RECEIVED
FWAG 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
5
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY WEALTH ADVISORY GROUP, LLC.
Plan sponsor
Name
FAMILY WEALTH ADVISORY GROUP, LLC
EIN
20-0710623
Address
7359 E KEMPER RD STE A · CINCINNATI, OH · 452491674
Phone
(513) 469-8100
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
APPLIED CAPITAL MANAGEMENT, INC.
APPLIED CAPITAL MANAGEMENT, INC. 401(K) PLAN
$1.2M · 3 participants
TERRY L. DWORACZYK
TERRY L. DWORACZYK 401 (K) PLAN & TRUST
$1.2M · 4 participants
JFM PLANNING SERVICES, INC.
JFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST
$1.2M · 2 participants
ANCHOR WEALTH MANAGEMENT, LLC
ANCHOR WEALTH MANAGEMENT, LLC 401K PLAN
$1.2M · 2 participants
BOSTWICK CAPITAL LLC
BOSTWICK CAPITAL LLC CASH BALANCE PLAN
$1.2M · 2 participants
WEALTH ALLIANCE ADVISORY GROUP, LLC
WEALTH ALLIANCE ADVISORY GROUP, LLC 401(K) PLAN
$1.2M · 7 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants