Santa Cruz Financial Services, LLC (EIN 47-2054148) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $625K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Santa Cruz Financial Services, LLC Cash Balance Plan | 002 | 1 | $429K |
| Santa Cruz Financial Services, LLC 401(k) Plan | 001 | 1 | $197K |
47-2054148 is the Employer Identification Number (EIN) Santa Cruz Financial Services, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Georgia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
