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IDEAL FINANCIAL ADVISORS, LLC

EIN 88-1113343-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$6K assets
Welfare
0
Participants
3
251 LAFAYETTE CIRCLE, SUITE 320 - LAFAYETTE, CA 94549925-299-1300
Plans on this EIN
1 filing
#001401k-$6K - 3 part

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Retirement#001

IDEAL FINANCIAL ADVISORS, LLC 401(K) PLAN

401k

Assets$6K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IDEAL FINANCIAL ADVISORS, LLC 401(K) PLAN401k$6K32025
Retirement plans
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