Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WORTH FINANCIAL PLANNING, INC
EIN 20-4427087Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
14
8500 MENAUL BLVD, SUITE A300 - ALBUQUERQUE, NM 87112505-767-7950
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 14 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
WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN
401k
Assets$953K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN
CashBalance
Assets$806K
Participants7
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 | WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN | 401k | $953K | 7 | 2024 | |
| 002 | WORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN | CashBalance | $806K | 7 | 2024 |
Retirement plans