PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FINANCIAL ADVISORY NETWORK, LLC
Sponsor portfolio

FINANCIAL ADVISORY NETWORK, LLC

EIN 20-4948066-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
8
355 RIVERSIDE AVE SUITE 101 - WESTPORT, CT 06880203-222-2950
Plans on this EIN
2 filings
#001401k-$1.1M - 4 part#002CashBalance-$1.1M - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • 401(K) RETIREMENT PLAN (#001)51%
  • FAN PENSION (#002)49%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)4
  • FAN PENSION (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FAN 401(K) RETIREMENT PLAN

401k

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FAN PENSION PLAN

CashBalance

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FAN 401(K) RETIREMENT PLAN401k$1.1M42024
002FAN PENSION PLANCashBalance$1.1M42024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica