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SACKETT FINANCIAL GROUP

EIN 33-0946321-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
31
915 W. IMPERIAL HIGHWAY, SUITE 160 - BREA, CA 92821714-671-9330sackettfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.3M - 31 part

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Retirement#001

SACKETT FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$3.3M
Participants31
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SACKETT FINANCIAL GROUP 401(K) PROFIT SHARING PLAN401k$3.3M312025
Retirement plans
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