Sponsor portfolio
SCOTT TOMEI CFP
EIN 27-2429107Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
2
2356 GOLD MEADOW WAY STE 140 - GOLD RIVER, CA 956706323916-631-6882
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 | SCOTT TOMEI, CFP 401(K) PLAN | 401k | $1.8M | 2 | 2025 |
Retirement plans