Sponsor portfolio
CHAD CHARTON FINANCIAL INSURANCE SERVICES INC.
EIN 46-2286857Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$113K assets
Welfare
0
Participants
3
7356 ROCKY TOP CIRCLE - MOORPARK, CA 93021805-864-2754
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 | CHARTON FINANCIAL GROUP 401K PLAN | 401k | $113K | 3 | 2024 |
Retirement plans