Sponsor portfolio
MARIGOLD FINANCIAL PARTNERS
EIN 92-0381070financial servicesLatest filing 2024
Plans
1
Retirement
1
$6K assets
Welfare
0
Participants
4
1045 W KATELLA AVENUE, SUITE 250 - ORANGE, CA 92867714-787-6903marigoldfinancial.comLinkedIn11-50 employeesfinancial services
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 | MARIGOLD FINANCIAL PARTNERS 401(K) PLAN | 401k | $6K | 4 | 2024 |
Retirement plans