Sponsor portfolio
STOLTZ FINANCIAL PARTNERS, LLC
EIN 86-1158412financial servicesLatest filing 2024
Plans
1
Retirement
1
$389K assets
Welfare
0
Participants
6
8390 E. VIA DE VENTURA, SUITE F205 - SCOTTSDALE, AZ 85258602-889-6500stoltzinc.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 | STOLTZ FINANCIAL PARTNERS 401(K) PLAN | 401k | $389K | 6 | 2024 |
Retirement plans