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Sponsor portfolio

CASCADE FINANCIAL PARTNERS, LLC

EIN 92-3127224-financial services-Latest filing 2025
Plans
1
Retirement
1
$294K assets
Welfare
0
Participants
9
11975 EL CAMINO REAL #100, - SAN DIEGO, CA 92130858-379-6706cascadefinancialpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$294K - 9 part

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Retirement#001

CASCADE FINANCIAL PARTNERS, LLC 401(K) PLAN

401k

Assets$294K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASCADE FINANCIAL PARTNERS, LLC 401(K) PLAN401k$294K92025
Retirement plans
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