Sponsor portfolio
CLIENT FIRST CAPITAL LLC
EIN 83-3427824financial servicesLatest filing 2024
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
3
805 MADISON AVE. - SAN DIEGO, CA 92116858-324-4747clientfirstcap.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 | CLIENT FIRST CAPITAL LLC 401(K) PLAN | 401k | $2.7M | 3 | 2024 |
Retirement plans