Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TODD FINANCIAL SERVICES, LLC
EIN 27-0814991Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$748K assets
Welfare
0
Participants
7
203 JAMESTOWN BLVD. SUITE 1 - DOTHAN, AL 36301334-699-1381
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $748K 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#002
TODD FINANCIAL SERVICES, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$475K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TODD FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$273K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TODD FINANCIAL SERVICES, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $475K | 2 | 2024 | |
| 001 | TODD FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN | 401k | $273K | 5 | 2025 |
Retirement plans