Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALT FINANCIAL PROFESSIONAL, INC
EIN 47-2145208Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
10
17373 SIERRA SUNRISE LN. - CANYON COUNTRY, CA 91387661-993-7306
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 10 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
ALT FINANCIAL PROFESSIONAL, INC PENSION PLAN
TraditionalDB
Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALT FINANCIAL PROFESSIONAL, INC. RETIREMENT PLAN
401k
Assets$455K
Participants5
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 | ALT FINANCIAL PROFESSIONAL, INC PENSION PLAN | TraditionalDB | $2.0M | 5 | 2025 | |
| 002 | ALT FINANCIAL PROFESSIONAL, INC. RETIREMENT PLAN | 401k | $455K | 5 | 2025 |
Retirement plans