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MOSHER FINANCIAL ADVISORS, LLC

EIN 82-3054990-financial services-Latest filing 2024
Plans
1
Retirement
1
$13.8M assets
Welfare
0
Participants
11
3658 MT. DIABLO BLVD., SUITE 210 - LAFAYETTE, CA 945493751925-284-9470mosheradvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$13.8M - 11 part

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Retirement#001

MOSHER & ELLIS FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$13.8M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOSHER & ELLIS FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN401k$13.8M112024
Retirement plans
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