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KATIE RILEY INSURANCE AND FINANCIAL SERVICES

EIN 26-1506389-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$790K assets
Welfare
0
Participants
8
2984 TRIVERTON PIKE DR. - FITCHBURG, WI 53711608-274-7120
Plans on this EIN
1 filing
#001401k-$790K - 8 part

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Retirement#001

KATIE RILEY INS. & FINANCIAL SRVC, INC 401(K) PLAN

401k

Assets$790K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KATIE RILEY INS. & FINANCIAL SRVC, INC 401(K) PLAN401k$790K82025
Retirement plans
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