Sponsor portfolio
DYNAMIC FINANCIAL PARTNERS
EIN 93-4128605Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$375K assets
Welfare
0
Participants
3
835 ALDER CREEK DR STE B - MEDFORD, OR 97504541-842-4405
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 | DYNAMIC FINANCIAL PARTNERS 401(K) P/S PLAN | 401k | $375K | 3 | 2025 |
Retirement plans