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SAN DIEGO TAX & FINANCIAL ASSOCIATES

EIN 46-1286072-investment banking-Latest filing 2025
Plans
1
Retirement
1
$337K assets
Welfare
0
Participants
4
5411 AVENIDA ENCINAS, SUITE 180 - CARLSBAD, CA 92008760-618-1099sandiegotaxandfinancial.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$337K - 4 part

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Retirement#001

SAN DIEGO TAX & FINANCIAL ASSOCIATES 401(K) PLAN

401k

Assets$337K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAN DIEGO TAX & FINANCIAL ASSOCIATES 401(K) PLAN401k$337K42025
Retirement plans
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