Sponsor portfolio
FINANCIAL GRADE
EIN 22-3968156Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$694K assets
Welfare
0
Participants
29
875 PROSPECT STREET, SUITE 201 - LA JOLLA, CA 92037619-595-0937
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 | FINANCIAL GRADE 401(K) PROFIT SHARING PLAN & TRUST | 401k | $694K | 29 | 2025 |
Retirement plans