Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TEAMWORK FINANCIAL ADVISORS, LLC
EIN 90-0884395Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
37
8 DOMINION DRIVE, BLDG 100, STE 103 - SAN ANTONIO, TX 78257210-687-1333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 37 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
TEAMWORK FINANCIAL CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TEAMWORK FINANCIAL 401(K) SAVINGS PLAN
401k
Assets$908K
Participants21
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 | TEAMWORK FINANCIAL CASH BALANCE PLAN | CashBalance | $1.3M | 16 | 2024 | |
| 001 | TEAMWORK FINANCIAL 401(K) SAVINGS PLAN | 401k | $908K | 21 | 2024 |
Retirement plans