Sponsor portfolio
VISO INSURANCE SERVICES, LLC
EIN 47-2667829Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$106K assets
Welfare
0
Participants
2
2 SOUTHGATE STREET - ATHERTON, CA 94027408-452-6007
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 | VISO INSURANCE SERVICES, LLC 401(K) PLAN & TRUST | 401k | $106K | 2 | 2024 |
Retirement plans