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PURTILL FINANCIAL LLC

EIN 26-0115278-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
5
22 ALPHA PARK - HIGHLAND HEIGHTS, OH 441432208440-484-5340purtillfinancial.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.9M - 5 part

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Retirement#001

PURTILL FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.9M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PURTILL FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST401k$1.9M52025
Retirement plans
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