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BOURSA INVESTMENT ADVISORS INC

EIN 27-1403756-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.7M assets
Welfare
0
Participants
9
3130 BONITA RD STE 206 - CHULA VISTA, CA 919104424619-269-6088boursaia.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.7M - 9 part

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Retirement#001

BOURSA INVESTMENT ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.7M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOURSA INVESTMENT ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST401k$4.7M92025
Retirement plans
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