Filings through .
Sponsor portfolio
Jerez FS, LLC
EIN 35-2647347Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$87K assets
Welfare
0
Participants
3
9100 S. DADELAND BLVD., SUITE 300 - MIAMI, FL 33156305-570-1816
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 | JEREZ FS, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $87K | 3 | 2025 |
Retirement plans