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  2. HELFMAN, DAVIS, & SCHMIDT CPAS
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HELFMAN, DAVIS, & SCHMIDT CPAS

EIN 33-0852674-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
9
25950 ACERO, SUITE 370 - MISSION VIEJO, CA 92691949-600-5200
Plans on this EIN
1 filing
#001401k-$1.8M - 9 part

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Retirement#001

HELFMAN, DAVIS & CLANTON CPA'S SAFE HARBOR 401(K) PLAN

401k

Assets$1.8M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HELFMAN, DAVIS & CLANTON CPA'S SAFE HARBOR 401(K) PLAN401k$1.8M92025
Retirement plans
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