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  2. PHARAOH FINANCIAL GROUP, INC.
Sponsor portfolio

PHARAOH FINANCIAL GROUP, INC.

EIN 94-3383931-financial services-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
502 LOBOS AVE - PACIFIC GROVE, CA 93950510-704-9500LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$1.4M - 6 part#003CashBalance-$52K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PFG, INC. 401(K) (#001)97%
  • CASH BALANCE PLAN (#003)3%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PFG, INC. 401(K) (#001)6
  • CASH BALANCE PLAN (#003)2
Total 8Click 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

PFG, INC. 401(K) PLAN

401k

Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PHARAOH FINANCIAL GROUP, INC. CASH BALANCE PLAN

CashBalance

Assets$52K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PFG, INC. 401(K) PLAN401k$1.4M62024
003PHARAOH FINANCIAL GROUP, INC. CASH BALANCE PLANCashBalance$52K22024
Retirement plans
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