Assets by plan
Share of aggregate retirement assets
Filings through .
Rizzo Financial Group, LLC
EIN 26-4628856financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Health & Benefits
0
Participants
7
10575 N. 114TH STREET, UNIT 105 - SCOTTSDALE, AZ 85259480-248-8029rizzofinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 7 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
RIZZO FINANCIAL GROUP, LLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$764K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RIZZO FINANCIAL GROUP LLC 401(K) P/S PLAN
401(k)
Assets$461K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | RIZZO FINANCIAL GROUP, LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $764K | 4 | 2025 |
| #001 | RIZZO FINANCIAL GROUP LLC 401(K) P/S PLAN | 401(k) | $461K | 3 | 2025 |
- #003 · Traditional DB · 20254
- #001 · 401(k) · 20253
Retirement plans