Sponsor portfolio
PRIMARY FINANCIAL COMPANY LLC
EIN 31-1682720financial servicesLatest filing 2025
Plans
1
Retirement
1
$6.6M assets
Welfare
0
Participants
17
6640 RIVERSIDE DRIVE, SUITE 430 - DUBLIN, OH 43017614-825-9391epfc.comLinkedIn11-50 employeesfinancial services
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 | PRIMARY FINANCIAL COMPANY LLC 401(K) AND PROFIT SHARING PLAN | 401k | $6.6M | 17 | 2025 |
Retirement plans