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  2. PORTUGUESE FRATERNAL SOCIETY OF AMERICA
Sponsor portfolio

PORTUGUESE FRATERNAL SOCIETY OF AMERICA

EIN 94-0401320-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
33
1100 14TH STREET, SUITE E - MODESTO, CA 95354209-702-6364
Plans on this EIN
2 filings
#001TraditionalDB-$2.9M - 14 part#002401k-$778K - 19 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • COUNCIL OF U.P.E.C (#001)79%
  • PFSA 401(K) (#002)21%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PFSA 401(K) (#002)19
  • COUNCIL OF U.P.E.C (#001)14
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT PLAN OF THE SUPREME COUNCIL OF U.P.E.C

TraditionalDB

Assets$2.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

PFSA 401(K) PLAN

401k

Assets$778K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN OF THE SUPREME COUNCIL OF U.P.E.CTraditionalDB$2.9M142025
002PFSA 401(K) PLAN401k$778K192024
Retirement plans
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