Sponsor portfolio
PLEASANTON INSURANCE & FINANCIAL
EIN 82-3111407Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$148K assets
Welfare
0
Participants
6
1713 2ND STREET - LIVERMORE, CA 94550925-285-0658
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 | PLEASANTON INSURANCE & FINANCIAL SERVICES INC | 401k | $148K | 6 | 2025 |
Retirement plans