Sponsor portfolio
DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS LLC
EIN 26-1483511Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$898K assets
Welfare
0
Participants
2
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 | DANIEL TEPLITZ & ASSOCIATES 401(K) PLAN | 401k | $898K | 2 | 2025 |
Retirement plans