Sponsor portfolio
JULIE LA INSURANCE AND FINANCIAL SERVICES
EIN 33-2651868Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$381K assets
Welfare
0
Participants
2
1005 MACARTHUR BLVD - SAN LEANDRO, CA 94577510-878-7047
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JULIE LA INSURANCE & FS 401(K) PLAN | 401k | $381K | 2 | 2025 |
Retirement plans