Filings through .
Sponsor portfolio
David K. Sergi & Associates, PC
EIN 20-3455613legal servicesLatest filing 2025
Plans
1
Retirement
1
$91K assets
Welfare
0
Participants
13
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 | |
|---|---|---|---|---|---|---|
| 002 | DAVID K. SERGI & ASSOCIATES, PC 401(K) PLAN | 401(k) | $91K | 13 | 2025 |
Retirement plans