Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACHIEVA MORTGAGE FUNDING, LLC
EIN 45-4959889Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M 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
ACHIEVA MORTGAGE FUNDING, LLC CASH BALANCE PLAN
CashBalance
Assets$875K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ACHIEVA MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$490K
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 | ACHIEVA MORTGAGE FUNDING, LLC CASH BALANCE PLAN | CashBalance | $875K | 3 | 2024 | |
| 002 | ACHIEVA MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN | 401k | $490K | 3 | 2024 |
Retirement plans