Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PREMIER FINANCIAL ALLIANCE, INC.
EIN 20-0029116financial servicesLatest filing 2024
Plans
2
Retirement
2
$10.8M assets
Welfare
0
Participants
60
1300 PEACHTREE INDUSTRIAL BLVD, SUITE 4210 - SUWANEE, GA 30024404-272-6026pfaonline.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.8M assets / 60 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
PREMIER FINANCIAL ALLIANCE, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$9.8M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PREMIER FINANCIAL ALLIANCE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$967K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PREMIER FINANCIAL ALLIANCE, INC. DEFINED BENEFIT PLAN | TraditionalDB | $9.8M | 30 | 2024 | |
| 002 | PREMIER FINANCIAL ALLIANCE, INC. 401(K) PROFIT SHARING PLAN | 401k | $967K | 30 | 2024 |
Retirement plans