Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANTA CRUZ FINANCIAL SERVICES, LLC
EIN 47-2054148Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$625K assets
Welfare
0
Participants
3
5195 JIMMY CARTER BLVD., STE. 205 - NORCROSS, GA 30093678-527-9210
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $625K assets / 3 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
SANTA CRUZ FINANCIAL SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$429K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SANTA CRUZ FINANCIAL SERVICES, LLC 401(K) PLAN
401k
Assets$197K
Participants2
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 | SANTA CRUZ FINANCIAL SERVICES, LLC CASH BALANCE PLAN | CashBalance | $429K | 1 | 2024 | |
| 001 | SANTA CRUZ FINANCIAL SERVICES, LLC 401(K) PLAN | 401k | $197K | 2 | 2025 |
Retirement plans