Sponsor portfolio
TAX & FINANCIAL GROUP BENEFITS INC.
EIN 20-1441157financial servicesLatest filing 2025
Plans
1
Retirement
1
$130K assets
Welfare
0
Participants
20
2355 MAIN ST. SUITE 110 - IRVINE, CA 92614949-223-8321tfgroup.comLinkedIn51-200 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 | TAX & FINANCIAL GROUP BENEFITS INC. 401K PLAN | 401k | $130K | 20 | 2025 |
Retirement plans