Sponsor portfolio
ADAPTIVE FINANCIAL CONSULTING, LLC
EIN 46-3259931financial servicesLatest filing 2024
Plans
1
Retirement
1
$375K assets
Welfare
0
Participants
5
3401 ENTERPRISE PARKWAY, STE. 340 - BEACHWOOD, OH 44122440-359-3455adaptivefc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN | 401k | $375K | 5 | 2024 |
Retirement plans
Welfare plans