Sponsor portfolio
B & M FINANCIAL SERVICES, INC.
EIN 26-4564960Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
3
2130 MAIN STREET SUITE 250 - HUNTINGTON BEACH, CA 92648714-536-2200
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 | B & M FINANCIAL SERVICES, INC. 401(K) PLAN | 401k | $1.6M | 3 | 2024 |
Retirement plans