Sponsor portfolio
EXECUTIVE FINANCIAL SERVICES LLC
EIN 36-4636173Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$26K assets
Welfare
0
Participants
5
805 TWELVE BRIDGES DR, STE 15 - LINCOLN, CA 95648916-408-7665
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 | EXECUTIVE FINANCIAL SERVICES LLC 401K PLAN | 401k | $26K | 5 | 2025 |
Retirement plans