Sponsor portfolio
BOZEMAN FINANCIAL ADVISORS, LLC
EIN 81-2278366Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$464K assets
Welfare
0
Participants
3
602 S. FERGUSON, STE 1 - BOZEMAN, MT 59718406-551-2171bozemanfinancialadvisors.comLinkedIn1-10 employees
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 | BOZEMAN FINANCIAL ADVISORS, LLC 401(K) PLAN | 401k | $464K | 3 | 2025 |
Retirement plans