Sponsor portfolio
ACTIONABLE INSIGHTS FORUM
EIN 81-3005993researchLatest filing 2025
Plans
1
Retirement
1
$146K assets
Welfare
0
Participants
6
5962 LA PLACE CT, STE 130 - CARLSBAD, CA 92008760-607-6988actionablellc.comLinkedIn1-10 employeesresearch
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 | ACTIONABLE INSIGHTS FORUM 401(K) PLAN | 401k | $146K | 6 | 2025 |
Retirement plans