Sponsor portfolio
STREAMLINE FINANCIAL SERVICES
EIN 81-4311894financial servicesLatest filing 2025
Plans
1
Retirement
1
$816K assets
Welfare
0
Participants
9
4485 TENCH RD STE 220 - SUWANEE, GA 300246738404-358-5060streamlinefin.comLinkedIn1-10 employeesfinancial services
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 | STREAMLINE FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $816K | 9 | 2025 |
Retirement plans