Sponsor portfolio
LAFAYETTE SQUARE FINANCIAL ADVISORS, INC.
EIN 26-2902289financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
5
2950 CAMINO DIABLO, SUITE 220 - WALNUT CREEK, CA 94597925-284-7950lsqfa.comLinkedIn1-10 employeesfinancial services
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 | LAFAYETTE SQUARE FINANCIAL ADVISOR 401(K) P/S PLAN | 401k | $1.6M | 5 | 2025 |
Retirement plans