Sponsor portfolio
BAY FINANCIAL PLANNING AND TAX SERVICES, LLC
EIN 81-2047995Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$94K assets
Welfare
0
Participants
6
6751 N FEDERAL HIGHWAY SUITE 400 - BOCA RATON, FL 33487410-974-0410
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 | BAY FINANCIAL PLANNING AND TAX SERVICES, LLC 401(K) PLAN | 401k | $94K | 6 | 2024 |
Retirement plans