Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FLUENT FINANCIAL, LLC
EIN 26-2879121financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
16
14800 LANDMARK BLVD, STE 848 - DALLAS, TX 75254972-852-4800fluentfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 16 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
FLUENT FINANCIAL, LLC 401(K) PLAN
401k
Assets$928K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FLUENT FINANCIAL LLC CASH BALANCE OFFSET PLAN
CashBalance
Assets$803K
Participants6
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 | FLUENT FINANCIAL, LLC 401(K) PLAN | 401k | $928K | 10 | 2025 | |
| 002 | FLUENT FINANCIAL LLC CASH BALANCE OFFSET PLAN | CashBalance | $803K | 6 | 2025 |
Retirement plans