Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
FINANCIAL FUNDING EXCHANGE INC
EIN 68-0173775Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
3
3416 AMERICAN RIVER DRIVE STE A - SACRAMENTO, CA 95864916-488-2460
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M 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
FINANCIAL FUNDING EXCHANGE INC MPP
MoneyPurchase
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FINANCIAL FUNDING EXCHANGE INC 401K PLAN
401k
Assets$206K
Participants1
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 FUNDING EXCHANGE INC MPP | MoneyPurchase | $1.2M | 2 | 2025 | |
| 003 | FINANCIAL FUNDING EXCHANGE INC 401K PLAN | 401k | $206K | 1 | 2025 |
Retirement plans