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ZACKERY BERTRAND - FINANCIAL PLANNER

EIN 61-6640468-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$115K assets
Welfare
0
Participants
4
4250 EXECUTIVE SQUARE, STE 700 - LA JOLLA, CA 92037619-321-4494
Plans on this EIN
1 filing
#001401k-$115K - 4 part

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Retirement#001

ZACKERY BERTRAND 401(K) PLAN

401k

Assets$115K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZACKERY BERTRAND 401(K) PLAN401k$115K42025
Retirement plans
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