Sponsor portfolio
TODD FINANCIAL & INSURANCE SERVICES, INC.
EIN 20-0763092insuranceLatest filing 2024
Plans
1
Retirement
1
$125K assets
Welfare
0
Participants
4
7676 HAZARD CENTER DR, SUITE 1050 - SAN DIEGO, CA 92108858-863-4010toddfinancial.comLinkedIn1-10 employeesinsurance
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 | TODD FINANCIAL & INSURANCE SERVICES401K | 401k | $125K | 4 | 2024 |
Retirement plans