Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STATHEROS FINANCIAL SOLUTIONS, INC.
EIN 84-2942542financial servicesLatest filing 2025
Plans
2
Retirement
2
$15.9M assets
Welfare
0
Participants
23
1107 INVESTMENT BOULEVARD, STE 135 - EL DORADO HILLS, CA 95762916-932-1219statherosfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.9M assets / 23 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
STATHEROS FINANCIAL SOLUTIONS, INC. RETIREMENT PLAN
401k
Assets$15.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STATHEROS FINANCIAL SOLUTIONS, INC. CASH BALANCE PLAN
CashBalance
Assets$176K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STATHEROS FINANCIAL SOLUTIONS, INC. RETIREMENT PLAN | 401k | $15.7M | 13 | 2025 | |
| 002 | STATHEROS FINANCIAL SOLUTIONS, INC. CASH BALANCE PLAN | CashBalance | $176K | 10 | 2024 |
Retirement plans