Filings through .
Sponsor portfolio
Eureka Mortgage Planning LLC
EIN 92-1689333Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$546K assets
Welfare
0
Participants
20
915 HIGHLAND POINTE DRIVE, 250 - ROSEVILLE, CA 95678919-462-1169
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 | EUREKA MORTGAGE PLANNING LLC 401(K) PLAN | 401(k) | $546K | 20 | 2025 |
Retirement plans