Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL E. FAYED FINANCIAL PLANNING
EIN 45-3185357financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M 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#001
MICHAEL E. FAYED FINANCIAL PLANNING 401(K) PLAN
401k
Assets$3.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICHAEL E. FAYED FINANCIAL PLANNING, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$791K
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 | |
|---|---|---|---|---|---|---|
| 001 | MICHAEL E. FAYED FINANCIAL PLANNING 401(K) PLAN | 401k | $3.4M | 3 | 2025 | |
| 002 | MICHAEL E. FAYED FINANCIAL PLANNING, LLC CASH BALANCE PENSION PLAN | CashBalance | $791K | 3 | 2025 |
Retirement plans