Sponsor portfolio
BOTTOM LINE STRATEGIES & MANAGEM
EIN 56-2498342Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
11
4333 PARK TERRACE DR, STE 110 - WESTLAKE VILLAGE, CA 91361805-230-1313
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 | BOTTOM LINE STRATEGIES & MANAGEMENT, INC. 401(K) PLAN | 401k | $1.1M | 11 | 2025 |
Retirement plans