Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICELI FINANCIAL SERVICES INC.
EIN 27-4219701financial servicesLatest filing 2024
Plans
2
Retirement
2
$682K assets
Welfare
0
Participants
9
260 E. ARMY TRAIL ROAD, SUITE F - BARTLETT, IL 601033005630-372-2291micelifinancialservices.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $682K assets / 9 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#001
MICELI FINANCIAL SERVICES INC. 401(K) PLAN
401k
Assets$475K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICELI FINANCIAL SERVICES INC. CASH BALANCE PLAN
CashBalance
Assets$207K
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 | |
|---|---|---|---|---|---|---|
| 001 | MICELI FINANCIAL SERVICES INC. 401(K) PLAN | 401k | $475K | 6 | 2024 | |
| 002 | MICELI FINANCIAL SERVICES INC. CASH BALANCE PLAN | CashBalance | $207K | 3 | 2024 |
Retirement plans