Sponsor portfolio
THE TERZOLO FINANCIAL GROUP, INC.
EIN 20-2098051financial servicesLatest filing 2025
Plans
1
Retirement
1
$174K assets
Welfare
0
Participants
8
240 TOWNSHIP BLVD STE 70 - CAMILLUS, NY 13031315-484-1020terzolofinancial.comLinkedIn11-50 employeesfinancial services
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 | THE TERZOLO FINANCIAL GROUP INC 401K PS PLAN | 401k | $174K | 8 | 2025 |
Retirement plans