Sponsor portfolio
JOHN R. PEARSON, CFP
EIN 90-0338435Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
4
1400 GUERNEVILLE ROAD, #14 - SANTA ROSA, CA 95403707-585-2885
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 | JOHN R. PEARSON, CFP 401(K) PLAN | 401k | $1.2M | 4 | 2025 |
Retirement plans