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CAPITAL FINANCIAL SERVICES

EIN 46-4098372-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
3
7815 N. PALM AVENUE, SUITE 220 - FRESNO, CA 93711559-385-2500
Plans on this EIN
1 filing
#001401k-$1.3M - 3 part

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Retirement#001

CAPITAL FINANCIAL SERVICES 401(K) PLAN

401k

Assets$1.3M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL FINANCIAL SERVICES 401(K) PLAN401k$1.3M32025
Retirement plans
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