Sponsor portfolio
TOBEY FINANCIAL, LLC
EIN 47-2659719Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$30K assets
Welfare
0
Participants
4
4099 TERAVISTA CLUB DR, UNIT 1503 - ROUND ROCK, TX 78665512-656-0368
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 | TOBEY FINANCIAL, LLC 401(K) PLAN | 401k | $30K | 4 | 2025 |
Retirement plans