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Sponsor portfolio

SPINNAKER FINANCIAL, INC.

EIN 76-0654306-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$373K assets
Welfare
0
Participants
2
24 HARMONY CIRCLE COURT - MISSOULA, MT 59802713-569-9359
Plans on this EIN
1 filing
#002TraditionalDB-$373K - 2 part

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Retirement#002

SPINNAKER FINANCIAL DEFINED BENEFIT PLAN

TraditionalDB

Assets$373K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SPINNAKER FINANCIAL DEFINED BENEFIT PLANTraditionalDB$373K22025
Retirement plans
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