Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
American Fiduciary Services LLC
EIN 85-2341147management consultingLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
25
715 NW HOYT ST. #4364 - PORTLAND, OR 97208503-949-0620americanfiduciaryservices.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 25 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
AMERICAN FIDUCIARY SERVICES LLC 401(K) PLAN
401(k)
Assets$1.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMERICAN FIDUCIARY SERVICES LLC CASH BALANCE PLAN
Cash balance
Assets$364K
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 | AMERICAN FIDUCIARY SERVICES LLC 401(K) PLAN | 401(k) | $1.5M | 15 | 2025 | |
| 002 | AMERICAN FIDUCIARY SERVICES LLC CASH BALANCE PLAN | Cash balance | $364K | 10 | 2025 |
Retirement plans