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  2. Perspective Financial Services, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Perspective Financial Services, LLC

EIN 84-1618239-financial services-Latest filing 2024
Plans
1
Retirement
1
$4K assets
Welfare
0
Participants
2
1440 E MISSOURI AVE SUITE 250 - PHOENIX, AZ 85014602-281-4357moneyaz.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$4K - 2 part

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Retirement#001

PERSPECTIVE FINANCIAL SERVICES, LLC 401(K) PLAN

401(k)

Assets$4K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERSPECTIVE FINANCIAL SERVICES, LLC 401(K) PLAN401(k)$4K22024
Retirement plans
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