ZACKERY BERTRAND - FINANCIAL PLANNER
EIN 61-6640468LA JOLLA, CA
ZACKERY BERTRAND - FINANCIAL PLANNER (EIN 61-6640468) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $40K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
2
Total assets
$40K
A ZACKERY BERTRAND - FINANCIAL PLANNER employee? See the ZACKERY BERTRAND - FINANCIAL PLANNER 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 61-6640468
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| ZACKERY BERTRAND 401(K) PLAN | 001 | 2 | $40K |
About this EIN
61-6640468 is the Employer Identification Number (EIN) ZACKERY BERTRAND - FINANCIAL PLANNER 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?