Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOLOMON FINANCIAL GROUP, INC.
EIN 90-0039029Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
8
123 OHME GARDEN RD. STE. 1 - WENATCHEE, WA 98801509-662-7717
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 8 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
SOLOMON FINANCIAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOLOMON FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN
401k
Assets$954K
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 | |
|---|---|---|---|---|---|---|
| 002 | SOLOMON FINANCIAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $1.1M | 4 | 2025 | |
| 001 | SOLOMON FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN | 401k | $954K | 4 | 2025 |
Retirement plans