Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE FINANCIAL PLANNING AND IMPLEMENTATION INC.
EIN 33-0585131Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
6
2522 CHAMBERS RD # 110 - TUSTIN, CA 927806962714-305-9319
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M 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
THE FINANCIAL PLANNING AND IMPLEMENTATION INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE FINANCIAL PLANNING AND IMPLEMENTATION INC. PROFIT SHARING 401(K) PLAN
401k
Assets$106K
Participants3
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 | THE FINANCIAL PLANNING AND IMPLEMENTATION INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.0M | 3 | 2025 | |
| 001 | THE FINANCIAL PLANNING AND IMPLEMENTATION INC. PROFIT SHARING 401(K) PLAN | 401k | $106K | 3 | 2025 |
Retirement plans