Sponsor portfolio
RALPH M SLOCUM
EIN 27-4132026Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$39K assets
Welfare
0
Participants
3
1410 MARSH STREET - SAN LUIS OBISPO, CA 93401805-541-0101
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 | SLOCUM WEALTH MANAGEMENT 401(K) PLAN | 401k | $39K | 3 | 2024 |
Retirement plans