Sponsor portfolio
MELITA-MCDONALD INSURANCE SERVICES, INC.
EIN 77-0421481Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$6.8M assets
Welfare
0
Participants
43
75 E SANTA CLARA STREET, STE 1200 - SAN JOSE, CA 95113408-882-0800
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 | |
|---|---|---|---|---|---|---|
| 002 | MELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN | 401k | $6.8M | 43 | 2025 |
Retirement plans