Sponsor portfolio
RD'S TAX & FINANCIAL STRATEGIES
EIN 95-2889834Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
13
3190 SOUTH BASCOM AVE., #205 - SAN JOSE, CA 95124408-879-9181
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 | RD'S TAX & FINANCIAL STRATEGIES 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 13 | 2025 |
Retirement plans