Sponsor portfolio
SORRENTO PACIFIC FINANCIAL, LLC
EIN 04-3746212financial servicesLatest filing 2024
Plans
1
Retirement
1
$318K assets
Welfare
0
Participants
13
10150 MEANLEY DR, 1ST FLOOR - SAN DIEGO, CA 92131713-333-4887sorrentopacific.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SORRENTO PACIFIC FINANCIAL, LLC. 401 (K) PLAN | 401k | $318K | 13 | 2024 |
Retirement plans