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Filings through Oct 24, 2026.

Sponsor portfolio

Select Advisors Institute

EIN 81-0721580-program development-Latest filing 2025
Plans
1
Retirement
1
$16K assets
Welfare
0
Participants
4
5151 CALIFORNIA AVE STE 100 - IRVINE, CA 92617949-209-9243selectadvisorsinstitute.comLinkedIn11-50 employeesprogram development
Plans on this EIN
1 filing
#001401(k)-$16K - 4 part

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Retirement#001

SELECT ADVISORS INSTITUTE 401(K) PLAN

401(k)

Assets$16K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SELECT ADVISORS INSTITUTE 401(K) PLAN401(k)$16K42025
Retirement plans
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