Filings through .
Sponsor portfolio
Grace Financial & Insurance SE
EIN 20-0617089Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$71K assets
Welfare
0
Participants
4
2490 LEE BLVD STE 101 - CLEVELAND HEIGHTS, OH 441181255216-371-2204
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRACE FINANCIAL & INSURANCE SE 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $71K | 4 | 2025 |
Retirement plans