Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
PLATANIA FINANCIAL INC.
EIN 36-3931526financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
8
2 W. NORTHWEST HIGHWAY - ARLINGTON HEIGHTS, IL 60004847-870-7526LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 8 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#002
PLATANIA FINANCIAL INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$3.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PLATANIA FINANCIAL INC. PROFIT SHARING PLAN & TRUST
401k
Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PLATANIA FINANCIAL INC. CASH BALANCE PLAN & TRUST | CashBalance | $3.2M | 4 | 2024 | |
| 001 | PLATANIA FINANCIAL INC. PROFIT SHARING PLAN & TRUST | 401k | $1.2M | 4 | 2025 |
Retirement plans