Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRACTICE FINANCIAL GROUP, LLC
EIN 27-2424112financial servicesLatest filing 2024
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
50
725 NORTH 5TH STREET, SUITE 200 - JACKSONVILLE, OR 97530541-973-2602practicefinancialgroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 50 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
PRACTICE FINANCIAL GROUP 401(K) PLAN
401k
Assets$5.1M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PRACTICE FINANCIAL GROUP CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants23
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 | PRACTICE FINANCIAL GROUP 401(K) PLAN | 401k | $5.1M | 27 | 2024 | |
| 002 | PRACTICE FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $2.2M | 23 | 2024 |
Retirement plans