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BRACEY TAX & INVESTMENTS, INC.

EIN 45-4990701-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
7
3 POINTE DR, SUITE 201 - BREA, CA 92821562-902-6560
Plans on this EIN
1 filing
#001401k-$1.2M - 7 part

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Retirement#001

BRACEY FINANCIAL 401(K) PLAN

401k

Assets$1.2M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRACEY FINANCIAL 401(K) PLAN401k$1.2M72025
Retirement plans
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