How big is Censia Wealth Advisors LLC's plan?

Censia Wealth Advisors LLC's plan reported $104K in assets and 4 participants for 2024.

Original filing (PDF)20251009154942NAL0011298000001

Censia Wealth Advisors LLC

Name: Censia Wealth Advisors LLC — Censia Wealth Advisors, Form 5500 (2024)
Creator: Censia Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Censia Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Censia Wealth Advisors LLC's Censia Wealth Advisors LLC 401(k) Plan held $104K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

People on this filing

Richard Tatum signed Censia Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Censia Wealth Advisors LLC's EIN is 93-3626943.

EIN 93-3626943

Plan number 001

Plan year 2024

ACK ID 20251009154942NAL0011298000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Censia Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Censia Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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