Sponsor portfolio
BAUM FINANCIAL SERVICES
EIN 14-1840743financial servicesLatest filing 2024
Plans
1
Retirement
1
$192K assets
Welfare
0
Participants
12
5331 SPRING HILL DRIVE - SPRING HILL, FL 34606352-686-4925baumfinancialservices.comLinkedIn1-10 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 | BAUM FINANCIAL SERVICES 401K PS PLAN | 401k | $192K | 12 | 2024 |
Retirement plans