Sponsor portfolio
KLEIN PAVLIS & PEASLEY FINANCI
EIN 33-0591019financial servicesLatest filing 2024
Plans
1
Retirement
1
$704K assets
Welfare
0
Participants
8
4 PARK PLZ, SUITE 1010 - IRVINE, CA 926146212949-443-2038investtalk.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 | KLEIN PAVLIS & PEASLEY FINANCI 401(K) PROFIT SHARING PLAN & TRUST | 401k | $704K | 8 | 2024 |
Retirement plans