Sponsor portfolio
WILFIN FINANCIAL & INSURANCE SERVICES, INC.
EIN 20-1568270Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$250K assets
Welfare
0
Participants
2
4601 WILSHIRE BLVD., SUITE 212 - LOS ANGELES, CA 900103884323-965-6413
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 | |
|---|---|---|---|---|---|---|
| 002 | WILFIN FINANCIAL & INSURANCE SERVICES, INC. RETIREMENT PLAN | ProfitSharing | $250K | 2 | 2025 |
Retirement plans