OpenERISA

Shintani Wealth Management Services

San Clemente, CA, 92673

EIN 99-5106609
Plans
2
Total participants
10
Filing years
2025
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Shintani Wealth Management Services 401(K) Profit Sharing Plan5
2025Form 5500-SF002Shintani Wealth Management Services Cash Balance Plan5

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.

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