Plan Snapshot
- Plan Sponsor: Financial Alternatives, INC.
- Sponsor EIN: 912099892
- Sponsor Address: 7825 FAY AVENUE, SUITE 210, LA JOLLA, CA, 92037
- Plan Type: DB
- Plan Number: 001
- Total Participants: 7
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2023 | 7 | $1.7M | $0 | $0 |
| 2022 | 9 | $1.5M | $0 | $0 |
Similar Plans
- Franklin Resources, INC. — 6,876 participants
- Pantheon Freedom, INC. — 2,400 participants
- Edelman Financial Engines, LLC — 2,396 participants
- Allianz Asset Management Of America LLC — 2,228 participants
- Cerity Partners Management LLC — 1,579 participants
- Assetmark Financial Holdings, INC. — 1,024 participants