Filings through .
Sponsor portfolio
Personalized Tax Service
EIN 27-1680943Other Services (except Public Administration)Latest filing 2025
Plans
1
Retirement
1
$7K assets
Welfare
0
Participants
1
9057 SOQUEL DR, BUILDING B,, SUITE GG - APTOS, CA 95003360-320-1623
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 | APTOS PERSONALIZED TAX SERVICE 401K PLAN | 401(k) | $7K | 1 | 2025 |
Retirement plans