Sponsor portfolio
CRIST, FRITSCHI & PATERSON, INSURANCE AGENTS/BROKERS, INC.
EIN 94-1663780Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$5.7M assets
Welfare
0
Participants
17
1981 N BROADWAY, SUITE #255 - WALNUT CREEK, CA 94596925-956-7700
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 | CRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN | 401k | $5.7M | 17 | 2025 |
Retirement plans