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  2. OSWALD R. DONALDSON, SOLE PROPRIETOR, DBA ADVISORY GROUP WEST
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OSWALD R. DONALDSON, SOLE PROPRIETOR, DBA ADVISORY GROUP WEST

EIN 56-2343650-investment banking-Latest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
4
330 N. BLAND BLVD., SUITE 910 - GLENDALE, CA 912032340818-241-9061LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.2M - 4 part

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Retirement#001

ADVISORY GROUP WEST 401(K) PROFIT SHARING PLAN

401k

Assets$1.2M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADVISORY GROUP WEST 401(K) PROFIT SHARING PLAN401k$1.2M42024
Retirement plans
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