Filings through .
Sponsor portfolio
Lord & Golden Inc.
EIN 99-2397079financial servicesLatest filing 2025
Plans
1
Retirement
1
$111K assets
Welfare
0
Participants
1
7823 CALLE CIMA # 1213 - RANCHO SANTA FE, CA 92067817-891-8104lordandgladden.comLinkedIn1-10 employeesfinancial services
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 | LORD & GOLDEN INC. RETIREMENT PLAN | Profit-sharing | $111K | 1 | 2025 |
Retirement plans