Sponsor portfolio
BRANDON S. JOCHIM, INC. DBA CANOPY PLANNING GROUP
EIN 47-3099486Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$747K assets
Welfare
0
Participants
6
110 S BANCROFT ST # A - PORTLAND, OR 972398523503-650-7949
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 | J & A 401(K) PLAN | 401k | $747K | 6 | 2025 |
Retirement plans