Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOUCHEY FINANCIAL GROUP, LTD.
EIN 14-1784864financial servicesLatest filing 2025
Plans
2
Retirement
2
$10.9M assets
Welfare
0
Participants
40
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.9M assets / 40 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BOUCHEY FINANCIAL GROUP 401(K) PLAN
401k
Assets$7.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BOUCHEY FINANCIAL GROUP CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOUCHEY FINANCIAL GROUP 401(K) PLAN | 401k | $7.8M | 21 | 2025 | |
| 002 | BOUCHEY FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $3.2M | 19 | 2025 |
Retirement plans