Sponsor portfolio
DANIEL P DEFEO
EIN 20-4214411investment bankingLatest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
5
124 WASHINGTON ST, SUITE 201 - FOXBORO, MA 02379508-559-2989LinkedIn1-10 employeesinvestment banking
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 | DANIEL P DEFEO 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.4M | 5 | 2025 |
Retirement plans