Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDUCIARY RETIREMENT ADVISORY GROUP, INC.
EIN 81-5477407Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
9
18872 MACARTHUR BLVD., SUITE 410 - IRVINE, CA 92614949-940-8701
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 9 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
FIDUCIARY RETIREMENT ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIDUCIARY RETIREMENT ADVISORY GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$852K
Participants2
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 | FIDUCIARY RETIREMENT ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 7 | 2025 | |
| 002 | FIDUCIARY RETIREMENT ADVISORY GROUP, INC. CASH BALANCE PLAN | CashBalance | $852K | 2 | 2025 |
Retirement plans