Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Loft Financial Advisory Group LLC
EIN 27-5440997financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
64
20965 CROSSROADS CIRCLE - WAUKESHA, WI 53186414-409-7226loftadvisory.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 64 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
LOFT FINANCIAL ADVISORY GROUP LLC 401(K) PLAN
401(k)
Assets$1.8M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LOFT FINANCIAL ADVISORY GROUP LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$304K
Participants10
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 | LOFT FINANCIAL ADVISORY GROUP LLC 401(K) PLAN | 401(k) | $1.8M | 54 | 2025 | |
| 002 | LOFT FINANCIAL ADVISORY GROUP LLC CASH BALANCE PENSION PLAN | Cash balance | $304K | 10 | 2025 |
Retirement plans