Sponsor portfolio
AG FINANCIAL, LLC
EIN 20-4527099Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$205K assets
Welfare
0
Participants
4
2825 EAST COTTONWOOD PKWY, SUITE 500 - SALT LAKE CITY, UT 84121801-990-3470
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 | AG FINANCIAL, LLC 401(K) PLAN | 401k | $205K | 4 | 2025 |
Retirement plans