PFM Financial Advisors LLC (EIN 81-1642787) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $163.8M in plan assets and 712 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| PFM 401(k) Plan | 001 | 364 | $163.8M |
| PFM Employee Welfare Benefit Plan | 501 | 348 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
81-1642787 is the Employer Identification Number (EIN) PFM Financial Advisors LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
