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HILLIS FINANCIAL SERVICES

EIN 77-0128524-financial services-Latest filing 2024
Plans
1
Retirement
1
$350K assets
Welfare
0
Participants
2
333 W. SANTA CLARA ST. STE. 604 - SAN JOSE, CA 95113408-282-7992hillisfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$350K - 2 part

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Retirement#002

HILLIS FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

401k

Assets$350K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HILLIS FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN401k$350K22024
Retirement plans
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