TRUST-CFO Information

California’s largest administration firm for Private Retirement Plans.

Website	http://www.trust-cfo.com
Revenue	$5.2 million
Employees	5 (4 on RocketReach)
Founded	2011
Address	3721 Douglas Boulevard Suite 350, Roseville, California 95661, US
Phone	+1 800-730-3020
Fax	(916) 780-1737
Technologies	JavaScript , HTML , PHP +17 more (view full list)
Industry	Financial Services, Insurance, Trust Administration, Estate Planning, Asset Protection
Keywords	Retirement Plan Administration, Retirement Plan Management, Qualified Retirement Plans, 401k Administration, Defined Contribution Plans, Pension Administration, Employee Benefits Administration, Retirement Plan Recordkeeping, Retirement Plan Consulting, Defined Benefit Plans, Retirement Plan Compliance, Retirement Plan Audits, Fiduciary Services, 403b Administration, Ira Administration, Profit Sharing Plans, Financial Planning For Retirement, Esop Administration
Competitors	Baker Tilly US, Crowe, RSM Est, Grant Thornton LLP (US), Deloitte, EY, KPMG In Pakistan, PwC, BDO USA, LLP, Wolf & Company, P.C. +43 more (view full list)
SIC	SIC Code 64 Companies, SIC Code 641 Companies
NAICS	NAICS Code 5242 Companies, NAICS Code 52 Companies, NAICS Code 52429 Companies, NAICS Code 524 Companies, NAICS Code 524298 Companies

TRUST-CFO Questions

The TRUST-CFO annual revenue was $5.2 million in 2026.

Raymond Olmo is the Founder and Board Chair of TRUST-CFO.

4 people are employed at TRUST-CFO.

TRUST-CFO is based in Roseville, California.

The NAICS codes for TRUST-CFO are [5242, 52, 52429, 524, 524298].

The SIC codes for TRUST-CFO are [64, 641].