OpenERISA

Curtis Advisory Group, LLC

Santa Barbara, CA, 93101

EIN 90-0512439
Plans
2
Total participants
6
Filing years
2024, 2023
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF002Curtis Advisory Group, LLC 401(K) Plan3
2023Form 5500-SF001Curtis Advisory Group, LLC 401(K) Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

Other plan sponsors in California

All California plan sponsors →