Original filing (PDF)20251014095612NAL0001204259001

FAMILY WEALTH MANAGEMENT ADVISOR LLC

Name: FAMILY WEALTH MANAGEMENT ADVISOR LLC — FAMILY WEALTH MANAGEMENT ADVISORY LLC 401K) PLAN, Form 5500 (2024)
Creator: FAMILY WEALTH MANAGEMENT ADVISOR LLC

Form 5500-SF

FILING_RECEIVED

FAMILY WEALTH MANAGEMENT ADVISORY LLC 401K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAMILY WEALTH MANAGEMENT ADVISOR LLC.

Plan sponsor

Name

FAMILY WEALTH MANAGEMENT ADVISOR LLC

EIN

30-0641742

Address

601 ROUTE 73 N · SUITE 206 · MARLTON, NJ · 08053

Phone

(856) 988-7722

Industry

Finance & Insurancesee all

Plan administrator