Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VASONA FINANCIAL GROUP, INC.
EIN 45-0863410Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
8
16615 LARK AVENUE, SUITE 202 - LOS GATOS, CA 95032408-356-7010
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 8 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
VASONA FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
VASONA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$575K
Participants4
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 | VASONA FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 4 | 2024 | |
| 002 | VASONA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $575K | 4 | 2024 |
Retirement plans