Sponsor portfolio
CHEQUERS FINANCIAL MANAGEMENT, LLC
EIN 47-3251554financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
14
434 JACKSON STREET, SUITE A - SAN FRANCISCO, CA 94111415-964-5001chequersfinancial.comLinkedIn1-10 employeesfinancial services
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 | CHEQUERS FINANCIAL MANAGEMENT RETIREMENT SAVINGS PLAN | 401k | $1.7M | 14 | 2024 |
Retirement plans