Sponsor portfolio
THE KOCEN FINANCIAL GROUP, INC.
EIN 33-0454048financial servicesLatest filing 2025
Plans
1
Retirement
1
$194K assets
Welfare
0
Participants
6
35-900 BOB HOPE DRIVE, SUITE 202 - RANCHO MIRAGE, CA 92270760-324-4015kfginc.comLinkedIn1-10 employeesfinancial services
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 | THE KOCEN FINANCIAL GROUP, INC. 401K PROFIT SHARING PLAN | 401k | $194K | 6 | 2025 |
Retirement plans