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PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC.

EIN 20-0077521-investment banking-Latest filing 2025
Plans
1
Retirement
1
$13.2M assets
Welfare
0
Participants
6
4361 TUJUNGA AVENUE, SUITE A - STUDIO CITY, CA 91604818-760-3333LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#002401k-$13.2M - 6 part

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Retirement#002

PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$13.2M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN401k$13.2M62025
Retirement plans
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