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LIFESTEPS FINANCIAL INC

EIN 27-0582904-financial services-Latest filing 2025
Plans
1
Retirement
1
$803K assets
Welfare
0
Participants
8
250 W 1ST ST STE 248 - CLAREMONT, CA 917114747909-267-3770lifestepsfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$803K - 8 part

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Retirement#001

LIFESTEPS FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$803K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIFESTEPS FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST401k$803K82025
Retirement plans
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