Sponsor portfolio
STRATEGIC ALLIANCE FINANCIAL ADVISORS, INC.
EIN 20-8904998investment bankingLatest filing 2024
Plans
1
Retirement
1
$304K assets
Welfare
0
Participants
4
625 THE CITY DRIVE, STE. 460 - ORANGE, CA 92868714-663-1200strategicallianceinc.comLinkedIn1-10 employeesinvestment banking
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 | STRATEGIC ALLIANCE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN | 401k | $304K | 4 | 2024 |
Retirement plans