Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ENCOMPASS FINANCE GROUP
EIN 26-4205267Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$232K assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $232K assets / 6 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
ENCOMPASS FINANCE GROUP RETIREMENT PLAN
CashBalance
Assets$136K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ENCOMPASS FINANCE GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$96K
Participants3
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 | ENCOMPASS FINANCE GROUP RETIREMENT PLAN | CashBalance | $136K | 3 | 2025 | |
| 001 | ENCOMPASS FINANCE GROUP 401(K) PROFIT SHARING PLAN | 401k | $96K | 3 | 2025 |
Retirement plans