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Sponsor portfolio

FINANCIAL RESCUE LLC

EIN 26-3105396-financial services-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
16
416 S. HILLVIEW DRIVE - MILPITAS, CA 95035510-818-9003financialrescuellc.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 5 part#001401k-$1.1M - 11 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • FRLLC 401(K) (#001)49%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FRLLC 401(K) (#001)11
  • CASH BALANCE PLAN (#002)5
Total 16Click 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#002

FINANCIAL RESCUE LLC CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FRLLC 401(K) PLAN

401k

Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FINANCIAL RESCUE LLC CASH BALANCE PLANCashBalance$1.1M52024
001FRLLC 401(K) PLAN401k$1.1M112024
Retirement plans
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