Sponsor portfolio
GIFFORD FONG ASSOCIATES
EIN 95-3305625investment managementLatest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
Participants
23
3658 MT DIABLO BLVD STE 200 - LAFAYETTE, CA 945493751925-299-7800gfong.netLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GIFFORD FONG ASSOCIATES 401(K) PLAN
401k
Assets$3.0M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
GIFFORD FONG ASSOCIATES - FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GIFFORD FONG ASSOCIATES 401(K) PLAN | 401k | $3.0M | 18 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GIFFORD FONG ASSOCIATES - FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans