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Sponsor portfolio

FINANCIAL PLANNING DEPARTMENT INC.

EIN 33-0177866-accounting-Latest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
8
301 ISTHMUS - LONG BEACH, CA 90803619-272-6221LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#003401k-$6.7M - 5 part#004TraditionalDB-$12 - 3 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • FPD, INC. 401(K) (#003)100%
  • PLAN & TRUST (#004)0%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FPD, INC. 401(K) (#003)5
  • PLAN & TRUST (#004)3
Total 8Click 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#003

FPD, INC. 401(K) PLAN

401k

Assets$6.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FPD, INC. DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$12
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003FPD, INC. 401(K) PLAN401k$6.7M52024
004FPD, INC. DEFINED BENEFIT PLAN & TRUSTTraditionalDB$1232024
Retirement plans
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