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CLEARBRIDGE FINANCIAL LLC

EIN 38-4041775-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
2
51 E. CAMPBELL AVE., SUITE 124 - CAMPBELL, CA 95008408-628-0586
Plans on this EIN
1 filing
#002TraditionalDB-$1.5M - 2 part

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Retirement#002

CLEARBRIDGE FINANCIAL LLC DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$1.5M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CLEARBRIDGE FINANCIAL LLC DEFINED BENEFIT PLAN & TRUSTTraditionalDB$1.5M22024
Retirement plans
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