Fraser Financial and Insurance Services, Inc. at 8383 Wilshire Blvd STE 600, Beverly Hills, Ca 90211 lists Grant Fraser and Rick Thiedig of Beverly Hills, CA.
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Grant Fraser
Individual Agent
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8383 WILSHIRE BLVD STE 600, BEVERLY HILLS, CA 90211
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Grant Fraser
CEO
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8383 WILSHIRE BLVD STE 600, BEVERLY HILLS, CA 90211
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Rick Thiedig
Chief Financial Officer
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8383 WILSHIRE BLVD STE 600, BEVERLY HILLS, CA 90211
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Grant Fraser
Director
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8383 WILSHIRE BLVD STE 600, BEVERLY HILLS, CA 90211
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Grant Fraser
Secretary
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8383 WILSHIRE BLVD STE 600, BEVERLY HILLS, CA 90211
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8383 WILSHIRE BLVD STE 600, BEVERLY HILLS, CA 90211
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFRASER FINANCIAL GROUP 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 0 Assets BOY/EOY$2,256,556 / $0 | 2023 | FRASER FINANCIAL GROUP 401K PROFIT SHARING PLAN - Plan #001 | 22 / 0 | $2,256,556 / $0 |
| 2022 | Plan NameFRASER FINANCIAL GROUP 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 22 Assets BOY/EOY$2,863,435 / $2,256,556 | 2022 | FRASER FINANCIAL GROUP 401K PROFIT SHARING PLAN - Plan #001 | 25 / 22 | $2,863,435 / $2,256,556 |
| 2021 | Plan NameFRASER FINANCIAL GROUP 401K & PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY27 / 25 Assets BOY/EOY$2,306,272 / $2,863,435 | 2021 | FRASER FINANCIAL GROUP 401K & PROFIT SHARING PLAN AND TRUST - Plan #001 | 27 / 25 | $2,306,272 / $2,863,435 |
| 2020 | Plan NameFRASER FINANCIAL GROUP 401K & PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY24 / 27 Assets BOY/EOY$1,826,803 / $2,306,272 | 2020 | FRASER FINANCIAL GROUP 401K & PROFIT SHARING PLAN AND TRUST - Plan #001 | 24 / 27 | $1,826,803 / $2,306,272 |
| 2019 | Plan NameFRASER FINANCIAL GROUP 401K & PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY23 / 24 Assets BOY/EOY$1,419,793 / $1,826,803 | 2019 | FRASER FINANCIAL GROUP 401K & PROFIT SHARING PLAN AND TRUST - Plan #001 | 23 / 24 | $1,419,793 / $1,826,803 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/29/2020 | Approved$314,391 Forgiven$318,103 LenderCity National Bank Jobs19 | 04/29/2020 | $314,391 | $318,103 | City National Bank | 19 |
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