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PRECISION WEALTH FINANCIAL & INSURANCE SRVS

EIN 33-0986862-financial services-Latest filing 2024
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
9
9890 RESEARCH DR, #200 - IRVINE, CA 92618949-208-9670LinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.8M - 9 part

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Retirement#001

PRECISION WEALTH FINANCIAL & INSURANCE 401(K)

401k

Assets$2.8M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRECISION WEALTH FINANCIAL & INSURANCE 401(K)401k$2.8M92024
Retirement plans
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