Lobel Financial (EIN 95-3470408) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $20.0M in plan assets and 427 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Lobel Financial 401(k) Plan | 003 | 258 | $20.0M |
| Lobel Financial Group Welfare Benefits Plan | 501 | 169 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
95-3470408 is the Employer Identification Number (EIN) Lobel Financial 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?
