Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAIZEN FINANCIAL ADVISORS LLC
EIN 27-3643202investment managementLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
10
4030 LAKE WASHINGTON BLVD NE, STE 308 - KIRKLAND, WA 98033425-321-5802kaizenfa.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M 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#002
KAIZEN FINANCIAL ADVISORS CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KAIZEN FINANCIAL ADVISORS 401(K) PLAN
401k
Assets$556K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KAIZEN FINANCIAL ADVISORS CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 5 | 2025 | |
| 001 | KAIZEN FINANCIAL ADVISORS 401(K) PLAN | 401k | $556K | 5 | 2025 |
Retirement plans