Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACTION POINT FINANCIAL PLANNING, LLC DBA FIDUCIARY FINANCIAL ADVISORS
EIN 47-1324877Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$955K assets
Welfare
0
Participants
15
124 FULTON ST E - GRAND RAPIDS, MI 49503616-622-3062
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $955K assets / 15 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
FIDUCIARY FINANCIAL ADVISORS 401(K) PLAN
401k
Assets$501K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIDUCIARY FINANCIAL ADVISORS CASH BALANCE PLAN
CashBalance
Assets$454K
Participants7
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 | FIDUCIARY FINANCIAL ADVISORS 401(K) PLAN | 401k | $501K | 8 | 2025 | |
| 002 | FIDUCIARY FINANCIAL ADVISORS CASH BALANCE PLAN | CashBalance | $454K | 7 | 2025 |
Retirement plans