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  2. Santiago Orchard Financial & Insurance Services

Filings through Oct 24, 2026.

Sponsor portfolio

Santiago Orchard Financial & Insurance Services

EIN 48-5881610-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$290K assets
Welfare
0
Participants
2
2582 N. SANTIAGO BLVD. STE A - ORANGE, CA 92867714-998-5433
Plans on this EIN
1 filing
#001401(k)-$290K - 2 part

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Retirement#001

SANTIAGO ORCHARD FINANCIAL & INSURANCE SERVICES 401K PLAN

401(k)

Assets$290K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SANTIAGO ORCHARD FINANCIAL & INSURANCE SERVICES 401K PLAN401(k)$290K22025
Retirement plans
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