Sponsor portfolio
FINANCIAL ALTERNATIVES, INC.
EIN 91-2099892investment managementLatest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
8
7825 FAY AVENUE, SUITE 245 - LA JOLLA, CA 92037858-459-8289financialalternatives.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FINANCIAL ALTERNATIVES, INC. PROFIT SHARING 401(K) PLAN | 401k | $1.0M | 8 | 2025 |
Retirement plans