Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RIZZO FINANCIAL GROUP, LLC
EIN 26-4628856financial servicesLatest filing 2024
Plans
2
Retirement
2
$945K assets
Welfare
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 / $945K assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
RIZZO FINANCIAL GROUP, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$584K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RIZZO FINANCIAL GROUP LLC 401(K) P/S PLAN
401k
Assets$361K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RIZZO FINANCIAL GROUP, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $584K | 4 | 2024 | |
| 001 | RIZZO FINANCIAL GROUP LLC 401(K) P/S PLAN | 401k | $361K | 3 | 2024 |
Retirement plans