Sponsor portfolio
P D I FINANCIAL GROUP, INC.
EIN 39-1223793Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$519K assets
Welfare
0
Participants
4
601 NORTH LYNNDALE DRIVE - APPLETON, WI 54914920-739-2303
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 | P D I FINANCIAL GROUP, INC. PROFIT SHARING PLAN | 401k | $519K | 4 | 2025 |
Retirement plans