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  2. Parsons Financial Advisors

Filings through Oct 24, 2026.

Parsons Financial Advisors

EIN 94-2008518-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
1
Retirement
1
$3.4M assets
Health & Benefits
0
Participants
12
721 PURISSIMA ST, STE C - HALF MOON BAY, CA 94019650-726-0640
Plans on this EIN
1 filing
#001401(k)-$3.4M - 12 part

Plan summaries

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

Retirement#001

PARSONS FINANCIAL ADVISORS 401(K) PLAN

401(k)

Assets$3.4M
Participants12
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
#001PARSONS FINANCIAL ADVISORS 401(K) PLAN401(k)$3.4M122024
  • PARSONS FINANCIAL ADVISORS 401(K) PLAN$3.4M
    #001 · 401(k) · 202412
Retirement plans
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