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  2. Spinnaker Financial Advisors, LLC

Filings through Oct 24, 2026.

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Spinnaker Financial Advisors, LLC

EIN 82-0505533-financial services-Latest filing 2025
Plans
1
Retirement
1
$605K assets
Welfare
0
Participants
2
2922 CORTEZ AVE. - IDAHO FALLS, ID 83404208-542-0742spinnakerfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$605K - 2 part

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Retirement#001

SPINNAKER FINANCIAL ADVISORS 401(K) PLAN

401(k)

Assets$605K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPINNAKER FINANCIAL ADVISORS 401(K) PLAN401(k)$605K22025
Retirement plans
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