Sponsor portfolio
DAVID E FOLEY, CLU
EIN 31-0893074Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$6.9M assets
Welfare
0
Participants
10
P O BOX 1728 - SPRINGFIELD, OH 455011728937-324-0092
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 | |
|---|---|---|---|---|---|---|
| 001 | DAVID E FOLEY, CLU RETIREMENT PLAN | 401k | $6.9M | 10 | 2025 |
Retirement plans