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  1. Companies/
  2. Senior Financial Advisors, Inc.

Filings through Oct 24, 2026.

Senior Financial Advisors, Inc.

EIN 91-1701338-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.1M assets
Health & Benefits
0
Participants
6
11911 NE 1ST STREET SUITE 312 - BELLEVUE, WA 980053057425-635-0600seniorfinanceadvisor.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.1M - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SENIOR FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$1.1M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SENIOR FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN401(k)$1.1M62024
  • SENIOR FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN$1.1M
    #001 · 401(k) · 20246
Retirement plans
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