Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIRST RATE FINANCIAL GROUP
EIN 83-1306278financial servicesLatest filing 2025
Plans
3
Retirement
3
$1.4M assets
Welfare
0
Participants
27
31200 VIA COLINAS, SUITE 103 - WESTLAKE VILLAGE, CA 91362818-707-4131frfgp.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.4M assets / 27 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
FIRST RATE FINANCIAL GROUP 401(K) PLAN
401k
Assets$838K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FIRST RATE FINANCIAL GROUP PROFIT SHARING PLAN
ProfitSharing
Assets$522K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIRST RATE FINANCIAL GROUP CASH BALANCE PLAN
CashBalance
Assets$9K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST RATE FINANCIAL GROUP 401(K) PLAN | 401k | $838K | 9 | 2025 | |
| 003 | FIRST RATE FINANCIAL GROUP PROFIT SHARING PLAN | ProfitSharing | $522K | 11 | 2024 | |
| 002 | FIRST RATE FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $9K | 7 | 2025 |
Retirement plans