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CURTIS FINANCIAL GROUP, INC.

EIN 20-1628696-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$646K assets
Welfare
0
Participants
6
25 N. WASHINGTON - OXFORD, MI 48371248-628-3604
Plans on this EIN
1 filing
#001401k-$646K - 6 part

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Retirement#001

CURTIS FINANCIAL GROUP, INC. 401(K) PLAN

401k

Assets$646K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURTIS FINANCIAL GROUP, INC. 401(K) PLAN401k$646K62025
Retirement plans
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