Sponsor portfolio
KEVIN BEACH INSURANCE & FINANCIAL SVCS, INC
EIN 84-3211545Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$135K assets
Welfare
0
Participants
7
2650 CAMINO DEL RIO N, STE 211 - SAN DIEGO, CA 92108858-277-7222
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 | KEVIN BEACH INSURANCE & FINANCIAL 401(K) PLAN | 401k | $135K | 7 | 2025 |
Retirement plans