Sponsor portfolio
BAY AREA FINANCIAL WELLNESS LLC
EIN 92-0377768Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$27K assets
Welfare
0
Participants
2
303 TWIN DOLPHIN DR, STE 600 - REDWOOD CITY, CA 94065650-430-1018
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 | BAY AREA FINANCIAL WELLNESS LLC 401K | 401k | $27K | 2 | 2025 |
Retirement plans