Sponsor portfolio
MAXIM FINANCIAL CORPORATION
EIN 84-1037475Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$5.9M assets
Welfare
0
Participants
1
1482 E. VALLEY ROAD - SANTA BARBARA, CA 93108303-898-0226
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 | |
|---|---|---|---|---|---|---|
| 002 | MAXIM FINANCIAL CORPORATION ESOP | ProfitSharing | $5.9M | 1 | 2025 |
Retirement plans