Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUSO-AMERICAN FINANCIAL A FRAT
EIN 94-0401313insuranceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
27
7080 DONLON WAY STE 200 - DUBLIN, CA 945682789925-828-4884lusoamericanfinancial.orgLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 27 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
LUSO-AMERICAN FINANCIAL A FRAT 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.4M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RETIREMENT PLAN OF LUSO-AMERICAN LIFE INSURANCE SOCIETY
TraditionalDB
Assets$72K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LUSO-AMERICAN FINANCIAL A FRAT 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.4M | 21 | 2025 | |
| 001 | RETIREMENT PLAN OF LUSO-AMERICAN LIFE INSURANCE SOCIETY | TraditionalDB | $72K | 6 | 2024 |
Retirement plans