Sponsor portfolio
ALAN BOLOTIN
EIN 22-2729093Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$118K assets
Welfare
0
Participants
6
301 EDGEWATER PLACE, SUITE 200 - WAKEFIELD, MA 01880781-876-4101
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 | BOLOTIN FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $118K | 6 | 2025 |
Retirement plans