Sponsor portfolio
BEYOND FINANCIAL SERVICES
EIN 84-3992926financial servicesLatest filing 2024
Plans
1
Retirement
1
$211K assets
Welfare
0
Participants
3
39560 STEVENSON PLACE, SUITE 111 - FREMONT, CA 94539510-792-9395beyondfinancialservices.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 | MILLAR FINANCIAL GROUP RETIREMENT PLAN | 401k | $211K | 3 | 2024 |
Retirement plans