SAFEGUARD ESTATE AND FINANCIAL, LLC
EIN 83-2234883SCOTTSDALE, AZ
SAFEGUARD ESTATE AND FINANCIAL, LLC (EIN 83-2234883) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.2M in plan assets and 30 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
30
Total assets
$3.2M
Form 5500 plans filed under EIN 83-2234883
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SAFEGUARD ESTATE AND FINANCIAL, LLC CASH BALANCE PENSION PLAN | 002 | 15 | $3.0M |
| SAFEGUARD ESTATE AND FINANCIAL, LLC PROFIT SHARING PLAN | 001 | 15 | $227K |
About this EIN
83-2234883 is the Employer Identification Number (EIN) SAFEGUARD ESTATE AND FINANCIAL, 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 Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?