Sponsor portfolio
CARNELIAN FINANCIAL
EIN 84-2360277Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$295K assets
Welfare
0
Participants
2
6907 SHOAL CREEK BLVD - AUSTIN, TX 78757512-586-9965
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 | CARNELIAN FINANCIAL 401(K) PLAN | 401k | $295K | 2 | 2025 |
Retirement plans