Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AUGUSTINE FINANCIAL, LLC
EIN 22-3481310financial servicesLatest filing 2024
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
21
13500 WEST CAPITOL DRIVE, SUITE 202 - BROOKFIELD, WI 53005262-781-8000augustinefinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M 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
AUGUSTINE FINANCIAL, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$4.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AUGUSTINE FINANCIAL LLC 401(K) PLAN
401k
Assets$3.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AUGUSTINE FINANCIAL, LLC CASH BALANCE PENSION PLAN | CashBalance | $4.2M | 11 | 2024 | |
| 001 | AUGUSTINE FINANCIAL LLC 401(K) PLAN | 401k | $3.0M | 10 | 2024 |
Retirement plans