Sponsor portfolio
PATRICK W. ESTFAN
EIN 86-0677798Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
Participants
2
6615 WEST HAPPY VALLEY ROAD B1, SUITE B102 - GLENDALE, AZ 85310623-979-7956
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PATRICK W. ESTFAN PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
PATRICK W. ESTFAN PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATRICK W. ESTFAN PROFIT SHARING PLAN | ProfitSharing | $1.4M | 1 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | PATRICK W. ESTFAN PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans