Sponsor portfolio
ENGAGE FI, LLC
EIN 36-4811829financial servicesLatest filing 2025
Plans
1
Retirement
1
$7.5M assets
Welfare
0
Participants
99
3505 LAKE LYNDA DRIVE, STE 206 - ORLANDO, FL 32817844-415-7962engagefi.comLinkedIn51-200 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 | |
|---|---|---|---|---|---|---|
| 002 | ENGAGE FI 401(K) PLAN | 401k | $7.5M | 99 | 2025 |
Retirement plans