Sponsor portfolio

BRISTOL FINANCIAL SERVICES, PC

EIN 27-4320571financial servicesLatest filing 2025

Plans

Retirement

$1.8M assets

Welfare

Participants

36 MAIN STREET, P.O. BOX 387 - BRISTOL, VT 05443802-453-2378bristolfinancial.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#002401k-$1.8M - 6 part

Plan deep-dives

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Retirement#002

BRISTOL FINANCIAL SERVICES, PC 401(K) PROFIT SHARING PLAN

401k

Assets$1.8M

Participants6

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	BRISTOL FINANCIAL SERVICES, PC 401(K) PROFIT SHARING PLAN	401k	$1.8M	6	2025

Retirement plans