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PETER D. PRESCOTT

EIN 26-0148906-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
6
30950 RANCHO VIEJO ROAD, SUITE 100 - SAN JUAN CAPISTRANO, CA 92675949-248-9815
Plans on this EIN
1 filing
#002401k-$3.4M - 6 part

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Retirement#002

PRESCOTT TAX & WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$3.4M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PRESCOTT TAX & WEALTH MANAGEMENT 401(K) PLAN401k$3.4M62024
Retirement plans
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