Sponsor portfolio
SURETY INVESTMENT SERVICES
EIN 95-3941194investment bankingLatest filing 2024
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
3
4520 WILSHIRE BLVD., SUITE 201 - LOS ANGELES, CA 90010323-939-3100suretyinvestments.comLinkedIn1-10 employeesinvestment banking
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 | |
|---|---|---|---|---|---|---|
| 002 | SURETY INVESTMENT SERVICES CASH BALANCE PLAN | CashBalance | $2.4M | 3 | 2024 |
Retirement plans