Sponsor portfolio
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
EIN 95-4776876Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$851K assets
Welfare
0
Participants
6
370 N. WESTLAKE BLVD., SUITE 130 - WESTLAKE VILLAGE, CA 91362805-230-2460
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 | |
|---|---|---|---|---|---|---|
| 003 | CLASSIC FINANCIAL & INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $851K | 6 | 2024 |
Retirement plans