Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ECON FINANCIAL GROUP
EIN 20-4815505Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$734K assets
Welfare
0
Participants
21
26502 OAK RIDGE DR - SPRING, TX 77380832-813-8337
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $734K assets / 21 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#002
ECON FINANCIAL GROUP CASH BALANCE PLAN
CashBalance
Assets$517K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ECON FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$217K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ECON FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $517K | 10 | 2024 | |
| 001 | ECON FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $217K | 11 | 2024 |
Retirement plans