Sponsor portfolio
AMERICAN FINANCIAL MANAGEMENT GROUP
EIN 23-2500680financial servicesLatest filing 2025
Plans
1
Retirement
1
$151K assets
Welfare
0
Participants
4
1055 WESTLAKES DR STE 300 - BERWYN, PA 19312610-640-7636afmgplanning.comLinkedIn1-10 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 | AMERICAN FINANCIAL MANAGEMENT GROUP 401K PLAN | 401k | $151K | 4 | 2025 |
Retirement plans