Sponsor portfolio
A & I FINANCIAL SERVICES, LLC
EIN 20-1489037Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
9
9605 KINGSTON CT STE 190 - LONE TREE, CO 80112303-690-5070
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 | A&I FINANCIAL SERVICES, LLC 401(K) PLAN | 401k | $2.6M | 9 | 2025 |
Retirement plans