Filings through .
Sponsor portfolio
Choice Financial Management Inc
EIN 86-3058155Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$44K assets
Welfare
0
Participants
1
3639 MIDWAY DR SUITE B 245 - SAN DIEGO, CA 92123866-379-6699
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 | CHOICE FINANCIAL MANAGEMENT INC 401(K) PLAN | 401(k) | $44K | 1 | 2025 |
Retirement plans