Sponsor portfolio
BRETZ FINANCIAL GROUP, INC.
EIN 99-3474871Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
5
3131 CAMINO DEL RIO N, SUITE 300, - SAN DIEGO, CA 92108619-878-1577
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 | BRETZ FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 5 | 2025 |
Retirement plans