Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN C. FLAHERTY INC. DBA FLAHERTY FINANCIAL GROUP
EIN 88-0515852Agriculture, Forestry, Fishing and HuntingLatest filing 2025
Plans
2
Retirement
2
$646K assets
Welfare
0
Participants
7
920 ALDER AVE. SUITE 208 - SUMNER, WA 98390253-268-3483
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $646K assets / 7 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
FLAHERTY FINANCIAL GROUP 401(K) PLAN
401k
Assets$343K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#338
THE OPEN 401K MEP FIDUCIARY WISE, LLC
401k
Assets$303K
Participants4
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 | FLAHERTY FINANCIAL GROUP 401(K) PLAN | 401k | $343K | 3 | 2025 | |
| 338 | THE OPEN 401K MEP FIDUCIARY WISE, LLC | 401k | $303K | 4 | 2024 |
Retirement plans