Sponsor portfolio
FINANCIAL DIMENSIONS
EIN 27-3497423Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
2
4165 E. THOUSAND OAKS BLVD., #255 - WESTLAKE VILLAGE, CA 91362805-221-3200
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 | FINANCIAL DIMENSIONS 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 2 | 2025 |
Retirement plans