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  2. Intersect Financial LLC

Filings through Oct 24, 2026.

Intersect Financial LLC

EIN 46-5109809-financial services-Latest filing 2025
Plans
1
Retirement
1
$969K assets
Health & Benefits
0
Participants
6
1550 PARKSIDE DR., STE. 205 - WALNUT CREEK, CA 94596925-746-0502intersectcapitalllc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$969K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LISA DENISE TUEMMLER 401(K)

401(k)

Assets$969K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LISA DENISE TUEMMLER 401(K)401(k)$969K62025
  • LISA DENISE TUEMMLER 401(K)$969K
    #001 · 401(k) · 20256
Retirement plans
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