Sponsor portfolio
PACKARD FINANCIAL & INSURANCE SERVICES
EIN 20-8650942Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$665K assets
Welfare
0
Participants
6
1161 HIGH STREET - AUBURN, CA 95603530-885-8665
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 | PACKARD FINANCIAL 401(K) PLAN & TRUST | 401k | $665K | 6 | 2024 |
Retirement plans