Sponsor portfolio
1ON1 FINANCIAL & INSURANCE SERVICES, INC.
EIN 20-4016614Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$337K assets
Welfare
0
Participants
10
818 N. MOUNTAIN AVENUE, SUITE 200 - UPLAND, CA 91786909-981-1720
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 | 1ON1 FINANCIAL & INSURANCE SERVICES, INC. 401(K) PLAN | 401k | $337K | 10 | 2024 |
Retirement plans