Sponsor portfolio
PRESIDIO FINANCIAL SERVICES CORPORATION
EIN 87-0707619accountingLatest filing 2024
Plans
1
Retirement
1
$42K assets
Welfare
0
Participants
5
31365 OAK CREST DRIVE, SUITE 225 - WESTLAKE VILLAGE, CA 91361805-499-7300presidiofin.comLinkedIn11-50 employeesaccounting
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 | PRESIDIO FINANCIAL SERVICES CORP. EMPLOYEES 401(K) PLAN | 401k | $42K | 5 | 2024 |
Retirement plans