Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FLOE FINANCIAL PARTNERS
EIN 71-0974533Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M 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#004
FLOE FINANCIAL PARTNERS CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FLOE FINANCIAL PARTNERS 401(K) PLAN
401k
Assets$780K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | FLOE FINANCIAL PARTNERS CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 4 | 2024 | |
| 003 | FLOE FINANCIAL PARTNERS 401(K) PLAN | 401k | $780K | 6 | 2024 |
Retirement plans