Sponsor portfolio
WESTBROOK FINANCIAL SERVICES, INC.
EIN 86-0480079Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$33K assets
Welfare
0
Participants
3
7425 E. STETSON DR. - SCOTTSDALE, AZ 85251480-424-7271
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 | WESTBROOK FINANCIAL SERVICES, INC. 401(K) PLAN | 401k | $33K | 3 | 2025 |
Retirement plans