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  1. Companies/
  2. Sherfina Advisors

Filings through Oct 24, 2026.

Sherfina Advisors

EIN 93-4711263-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$339K assets
Health & Benefits
0
Participants
3
3327 OLD CONEJO ROAD - NEWBURY PARK, CA 91320805-454-7599
Plans on this EIN
1 filing
#001401(k)-$339K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SHERFINA ADVISORS EMPLOYEE RETIREMENT PLAN

401(k)

Assets$339K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SHERFINA ADVISORS EMPLOYEE RETIREMENT PLAN401(k)$339K32024
  • SHERFINA ADVISORS EMPLOYEE RETIREMENT PLAN$339K
    #001 · 401(k) · 20243
Retirement plans
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