Sponsor portfolio
STEIN & ASSOCIATES, LLC
EIN 23-2978446Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$4.7M assets
Welfare
0
Participants
4
1225 BENEDICT CANYON DRIVE - BEVERLY HILLS, CA 90210310-403-6032
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 | STEIN & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $4.7M | 4 | 2025 |
Retirement plans