Pfm Financial Advisors LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pfm Financial Advisors LLC (EIN 811642787)
  • Plan Type: 401(k)
  • Total Participants: 364
  • Total Assets: $163.8M
  • Sponsor State: PA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024364$163.8M$3.4M$4.4M
2023340$150.7M$1.9M$4.2M
2022331$140.1M$1.7M$3.9M

Service Providers

  • KREISCHER MILLER — Accountant / Independent Qualified Public Accountant

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