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Sponsor portfolio

ROBERT J. ELDRED, CFP

EIN 68-0348911-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
1
57 POST STREET, SUITE 713 - SAN FRANCISCO, CA 94104415-575-6626
Plans on this EIN
1 filing
#001401k-$2.7M - 1 part

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Retirement#001

ROBERT J. ELDRED, CFP 401(K) P/S PLAN

401k

Assets$2.7M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT J. ELDRED, CFP 401(K) P/S PLAN401k$2.7M12025
Retirement plans
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