Sponsor portfolio
MICKELSON FINANCIAL SERVICES
EIN 87-0676602financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
5
40 WEST CACHE VALLEY BLVD. 7A - LOGAN, UT 84341435-755-9400mickelsonfinancial.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 | MICKELSON FINANCIAL SERVICES, 401(K) PLAN | 401k | $1.9M | 5 | 2025 |
Retirement plans