Sponsor portfolio
CONSUMER FINANCIAL SERVICES, INC.
EIN 33-0551629financial servicesLatest filing 2024
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
5
7777 ALVARADO ROAD, SUITE 621 - LA MESA, CA 91941619-667-2979LinkedIn1-10 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 | |
|---|---|---|---|---|---|---|
| 002 | SCHINDLER WEALTH MANAGEMENT 401(K) PLAN | 401k | $2.7M | 5 | 2024 |
Retirement plans