Sponsor portfolio
TREATY OAK FINANCIAL SERVICES, LLC
EIN 93-1776813Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$337K assets
Welfare
0
Participants
14
3571 FAR WEST BLVD, 3416 - AUSTIN, TX 78731512-272-9533
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 | TREATY OAK FINANCIAL SERVICES 401(K) PLAN | 401k | $337K | 14 | 2025 |
Retirement plans