FIRST RATE FINANCIAL GROUP
EIN 83-1306278WESTLAKE VILLAGE, CA
FIRST RATE FINANCIAL GROUP (EIN 83-1306278) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $3.5M in plan assets and 15 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
3
Participants
15
Total assets
$3.5M
A FIRST RATE FINANCIAL GROUP employee? See the FIRST RATE FINANCIAL GROUP 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 83-1306278
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| FIRST RATE FINANCIAL GROUP CASH BALANCE PLAN | 002 | 7 | $2.7M |
| FIRST RATE FINANCIAL GROUP 401(K) PLAN | 001 | 8 | $762K |
| FIRST RATE FINANCIAL GROUP PROFIT SHARING PLAN | 003 | 0 | $0 |
About this EIN
83-1306278 is the Employer Identification Number (EIN) FIRST RATE FINANCIAL GROUP 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?