Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
626 FINANCIAL LLC
EIN 27-0477078Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
10
7950 MOORSBRIDGE RD STE 104 - PORTAGE, MI 49024269-321-5040
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 10 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
626 FINANCIAL LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
626 FINANCIAL, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$595K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 626 FINANCIAL LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.2M | 5 | 2025 | |
| 002 | 626 FINANCIAL, LLC CASH BALANCE PENSION PLAN | CashBalance | $595K | 5 | 2024 |
Retirement plans