Sponsor portfolio
CUTLER FINANCIAL GROUP, INC.
EIN 27-4172042investment managementLatest filing 2025
Plans
1
Retirement
1
$529K assets
Welfare
0
Participants
4
116 JANESVILLE STREET - OREGON, WI 53575608-291-2121cutlerfinancialgroup.comLinkedIn1-10 employeesinvestment management
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 | |
|---|---|---|---|---|---|---|
| 020 | CUTLER FINANCIAL GROUP, INC. 401(K) PLAN | 401k | $529K | 4 | 2025 |
Retirement plans