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JEFF A CONFORTI

EIN 77-0562833-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
6
1475 S BASCOM AVE STE 108 - CAMPBELL, CA 950080628408-371-9501
Plans on this EIN
1 filing
#001401k-$1.9M - 6 part

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Retirement#001

JEFF A CONFORTI 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEFF A CONFORTI 401(K) PROFIT SHARING PLAN & TRUST401k$1.9M62025
Retirement plans
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