Sponsor portfolio
DUANE J PHILLIPS INC CERTIFIED PUBLIC ACCOUNTANTS
EIN 68-0457217Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
5
1100 SONOMA AVE SUITE E-2 - SANTA ROSA, CA 95405707-527-9465
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 | DUANE J PHILLIPS INC CERTIFIED PUBLIC ACCOUNTANTS 401K PROFIT SHARING PLAN | 401k | $3.0M | 5 | 2025 |
Retirement plans