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  1. Companies/
  2. Bottom Line Financial, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Bottom Line Financial, LLC

EIN 33-0858170-accounting-Latest filing 2025
Plans
1
Retirement
1
$371K assets
Welfare
0
Participants
8
3900 BIRCH ST STE 110 - NEWPORT BEACH, CA 92660714-319-1611blftax.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401(k)-$371K - 8 part

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Retirement#001

BOTTOM LINE FINANCIAL, LLC 401K AND PROFIT SHARING PLAN

401(k)

Assets$371K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOTTOM LINE FINANCIAL, LLC 401K AND PROFIT SHARING PLAN401(k)$371K82025
Retirement plans
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