Sponsor portfolio
J. VITUCCI FINANCIAL SERVICES, INC.
EIN 26-3809322investment bankingLatest filing 2025
Plans
1
Retirement
1
$3.8M assets
Welfare
0
Participants
5
2890 N MAIN STREET SUITE 201 - WALNUT CREEK, CA 94597510-526-2220LinkedIn1-10 employeesinvestment banking
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 | J. VITUCCI FINANCIAL SERVICES, INC. 401(K) PLAN | 401k | $3.8M | 5 | 2025 |
Retirement plans