Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ON TARGET FINANCIAL
EIN 82-5151788financial servicesLatest filing 2025
Plans
2
Retirement
2
$486K assets
Welfare
0
Participants
4
5301 SW 7TH ST - TOPEKA, KS 66606785-272-5000tuckerfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $486K 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
ON TARGET FINANCIAL CASH BALANCE PLAN
CashBalance
Assets$335K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ON TARGET FINANCIAL 401(K) PLAN
401k
Assets$151K
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 | |
|---|---|---|---|---|---|---|
| 002 | ON TARGET FINANCIAL CASH BALANCE PLAN | CashBalance | $335K | 2 | 2025 | |
| 001 | ON TARGET FINANCIAL 401(K) PLAN | 401k | $151K | 2 | 2025 |
Retirement plans