Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIBONACCI WEALTH ALLIANCE
EIN 82-3632310Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$504K assets
Welfare
0
Participants
4
2101 EASTLAND DR. SUITE A2 - BLOOMINGTON, IL 61704309-808-1954
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $504K assets / 4 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#002
FIBONACCI WEALTH ALLIANCE CASH BALANCE PLAN
CashBalance
Assets$257K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FIBONACCI WEALTH ALLIANCE 401(K) PLAN
401k
Assets$247K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIBONACCI WEALTH ALLIANCE CASH BALANCE PLAN | CashBalance | $257K | 2 | 2024 | |
| 001 | FIBONACCI WEALTH ALLIANCE 401(K) PLAN | 401k | $247K | 2 | 2025 |
Retirement plans