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SHERFINA ADVISORS, INC.

EIN 33-2369035-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$691K assets
Welfare
0
Participants
5
3327 OLD CONEJO ROAD - THOUSAND OAKS, CA 91320805-454-7599
Plans on this EIN
1 filing
#001401k-$691K - 5 part

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Retirement#001

SHERFINA ADVISORS EMPLOYEE RETIREMENT PLAN

401k

Assets$691K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHERFINA ADVISORS EMPLOYEE RETIREMENT PLAN401k$691K52025
Retirement plans
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