Intero Advisory LLC

EIN 27-4715587professional training & coachingLatest filing 2025

Plans

Retirement

$223K assets

Welfare

Participants

9805 YORK ROAD, STE 199 - COCKEYSVILLE, MD 21030410-458-6960interoadvisory.comLinkedIn1-10 employeesprofessional training & coaching

Plans on this EIN

1 filing

#001401(k)-$223K - 8 part

Plan deep-dives

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Retirement#001

INTERO ADVISORY 401(K) PLAN

401(k)

Assets$223K

Participants8

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	INTERO ADVISORY 401(K) PLAN	401(k)	$223K	8	2025

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio