Sponsor portfolio
SANTA CRUZ FINANCIAL SERVICES, I
EIN 74-2690270Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
8
111 WEST OLMOS DRIVE - SAN ANTONIO, TX 78212210-862-2217
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 | SANTA CRUZ FINANCIAL SERVICES 401(K) PLAN | 401k | $2.2M | 8 | 2025 |
Retirement plans