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Sponsor portfolio

FINANCIAL SOLUTIONS GROUP, LLC

EIN 84-1862656-financial services-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
60
1603 CAPITAL AVE STE 310 A444 - CHEYENNE, WY 82001480-540-2526fsincgroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$739K - 29 part#001401k-$718K - 31 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • LLC 401K PLAN (#001)49%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)31
  • CASH BALANCE PLAN (#002)29
Total 60Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FINANCIAL SOLUTIONS GROUP, LLC CASH BALANCE PLAN

CashBalance

Assets$739K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FINANCIAL SOLUTIONS GROUP, LLC 401K PLAN

401k

Assets$718K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FINANCIAL SOLUTIONS GROUP, LLC CASH BALANCE PLANCashBalance$739K292024
001FINANCIAL SOLUTIONS GROUP, LLC 401K PLAN401k$718K312024
Retirement plans
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