Original filing (PDF)20251014090238NAL0005151314001

FAMILY WEALTH MANAGEMENT ADVISORY LLC

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

Form 5500-SF

FILING_RECEIVED

FAMILY WEALTH MANAGEMENT ADVISORY LLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY WEALTH MANAGEMENT ADVISORY LLC.

Plan sponsor

Name

FAMILY WEALTH MANAGEMENT ADVISORY LLC

EIN

30-0641742

Address

9000 LINCOLN DRIVE EAST · SUITE 300 · MARLTON, NJ · 08053

Phone

(856) 988-7722

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

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 providers

Related plans

Similar-size Finance & Insurance plans

HAMILTON & COMPANY

HAMILTON & COMPANY DEFINED BENEFIT PLAN

$1.8M · 2 participants

TARTAN INVESTMENT COMPANY

TARTAN INVESTMENT COMPANY 401(K) PLAN

$1.8M · 3 participants

PDAMC, LLC

PDAMC, LLC 401(K) PLAN

$1.8M · 21 participants

FAMILY OFFICE SERVICES, INC.

FAMILY OFFICE SERVICES 401(K) PLAN

$1.8M · 13 participants

THE BARAN JAMES COMPANY

THE BARAN JAMES COMPANY 401(K) PSP

$1.8M · 2 participants