Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FINANCIAL ALTERNATIVES, L.L.C.
EIN 47-0888926financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
16
610 N. MISSION ST., SUITE 120 - EAST WENATCHEE, WA 98802509-679-2008finaltllc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 16 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
FINANCIAL ALTERNATIVES CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FINANCIAL ALTERNATIVES RETIREMENT PLAN
401k
Assets$1.3M
Participants8
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 | FINANCIAL ALTERNATIVES CASH BALANCE PLAN | CashBalance | $1.8M | 8 | 2025 | |
| 001 | FINANCIAL ALTERNATIVES RETIREMENT PLAN | 401k | $1.3M | 8 | 2025 |
Retirement plans