Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
FINANCIAL ARCHITECTS INC
EIN 95-4615288financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
4
150 S. LOS ROBLES., STE 950 - PASADENA, CA 91101626-844-1190tfawealthplanning.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 4 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
FINANCIAL ARCHITECTS INC. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$933K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FINANCIAL ARCHITECTS INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$571K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FINANCIAL ARCHITECTS INC. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $933K | 2 | 2024 | |
| 001 | FINANCIAL ARCHITECTS INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $571K | 2 | 2024 |
Retirement plans