Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FORONJY FINANCIAL LLC
EIN 81-1055983financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
10
401 CHAPALA ST. #105 - SANTA BARBARA, CA 93101805-543-1033foronjyfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M 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
FORONJY FINANCIAL LLC 401(K) PLAN
401k
Assets$2.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FORONJY FINANCIAL LLC CASH BALANCE PLAN
CashBalance
Assets$911K
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 | FORONJY FINANCIAL LLC 401(K) PLAN | 401k | $2.9M | 5 | 2025 | |
| 002 | FORONJY FINANCIAL LLC CASH BALANCE PLAN | CashBalance | $911K | 5 | 2025 |
Retirement plans