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COGHLAN FINANCIAL GROUP INC

EIN 26-0718665-Other Services (except Public Administration)-Latest filing 2025
Plans
1
Retirement
1
$861K assets
Welfare
0
Participants
5
4370 LA JOLLA VILLAGE DR STE 630 - SAN DIEGO, CA 921221252858-550-3960
Plans on this EIN
1 filing
#001401k-$861K - 5 part

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Retirement#001

COGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$861K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COGHLAN FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST401k$861K52025
Retirement plans
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