Sponsor portfolio
OCHELTREE CPA
EIN 77-0353748Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$470K assets
Welfare
0
Participants
4
601 MORRO BAY BLVD. SUITE D - MORRO BAY, CA 93442805-776-8900
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 | OCHELTREE CPA 401(K) PLAN | 401k | $470K | 4 | 2025 |
Retirement plans