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SFBAY FINANCIAL, INC.

EIN 82-5127650-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
18
315 MONTGOMERY STREET, STE. 900 - SAN FRANCISCO, CA 94104415-702-3545sfbayfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.4M - 18 part

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Retirement#001

SFBAY FINANCIAL, INC. 401K PLAN

401k

Assets$1.4M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SFBAY FINANCIAL, INC. 401K PLAN401k$1.4M182025
Retirement plans
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