Sponsor portfolio
BOUTIQUE CFO ADVISORY, INC.
EIN 81-0913826Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$158K assets
Welfare
0
Participants
9
321 SAN FELIPE ROAD #7 - HOLLISTER, CA 95023831-902-5335
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 | BOUTIQUE CFO ADVISORY, INC. RETIREMENT TRUST | 401k | $158K | 9 | 2025 |
Retirement plans