Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TUPLER FINANCIAL, INC.
EIN 81-1396804financial servicesLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
23
28 MOUNTAIN BLVD - WARREN, NJ 07059908-203-8811tuplerfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 23 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
TUPLER FINANCIAL 401(K) SAVINGS PLAN
401k
Assets$6.8M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TUPLER FINANCIAL, INC. CASH BALANCE PLAN
CashBalance
Assets$979K
Participants8
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 | TUPLER FINANCIAL 401(K) SAVINGS PLAN | 401k | $6.8M | 15 | 2025 | |
| 002 | TUPLER FINANCIAL, INC. CASH BALANCE PLAN | CashBalance | $979K | 8 | 2025 |
Retirement plans