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BALLAST POINT FINANCIAL PLANNING

EIN 81-1798074-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$929K assets
Welfare
0
Participants
7
340 LORTON AVE, STE 216 - BURLINGAME, CA 94010310-980-9490
Plans on this EIN
1 filing
#001401k-$929K - 7 part

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Retirement#001

BALLAST POINT FINANCIAL PLANNING 401(K) PLAN

401k

Assets$929K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALLAST POINT FINANCIAL PLANNING 401(K) PLAN401k$929K72025
Retirement plans
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