PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Frontier Financial Inc
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Frontier Financial Inc

EIN 47-0932338-financial services-Latest filing 2025
Plans
2
Retirement
2
$764K assets
Health & Benefits
0
Participants
4
1350 CANYON PARK ROAD - BOUNTIFUL, UT 84010303-242-1160LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#002Cash balance-$683K - 2 part#001Profit-sharing-$80K - 2 part

Retirement portfolio analytics

2 plans aggregated / $764K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

  • CASH BALANCE PENSION (#002)$683K
  • INC RETIREMENT PLAN (#001)$80K
Total $764KSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)2
  • INC RETIREMENT PLAN (#001)2
Total 4Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

FRONTIER FINANCIAL INC CASH BALANCE PENSION PLAN

Cash balance

Assets$683K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

FRONTIER FINANCIAL INC RETIREMENT PLAN

Profit-sharing

Assets$80K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FRONTIER FINANCIAL INC CASH BALANCE PENSION PLANCash balance$683K22025
#001FRONTIER FINANCIAL INC RETIREMENT PLANProfit-sharing$80K22025
  • FRONTIER FINANCIAL INC CASH BALANCE PENSION PLAN$683K
    #002 · Cash balance · 20252
  • FRONTIER FINANCIAL INC RETIREMENT PLAN$80K
    #001 · Profit-sharing · 20252
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica