Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Hope Financial Consulting, LLC
EIN 83-1971341financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
11
P.O. BOX 230490 - ENCINITAS, CA 92023619-876-6990hopefinancialconsulting.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 11 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
HOPE FINANCIAL CONSULTING, LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HOPE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$522K
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 | |
|---|---|---|---|---|---|---|
| 002 | HOPE FINANCIAL CONSULTING, LLC DEFINED BENEFIT PLAN | Traditional DB | $1.4M | 3 | 2025 | |
| 001 | HOPE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $522K | 8 | 2025 |
Retirement plans