Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FINANCIAL DYNAMICS, INC.
EIN 71-0955448information servicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
8
2920 HUNTINGTON DR., STE.# 100 - SAN MARINO, CA 91108310-869-5678bigdatafed.comLinkedIn11-50 employeesinformation services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 8 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
FINANCIAL DYNAMICS, INC. RETIREMENT PLAN
401k
Assets$804K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FINANCIAL DYNAMICS, INC. PENSION PLAN
TraditionalDB
Assets$616K
Participants3
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 | FINANCIAL DYNAMICS, INC. RETIREMENT PLAN | 401k | $804K | 5 | 2025 | |
| 002 | FINANCIAL DYNAMICS, INC. PENSION PLAN | TraditionalDB | $616K | 3 | 2024 |
Retirement plans