Sponsor portfolio
AGEMY FINANCIAL STRATEGIES, INC.
EIN 45-4083226financial servicesLatest filing 2024
Plans
1
Retirement
1
$566K assets
Welfare
0
Participants
6
1570 BOSTON POST ROAD, SUITE 400 - GUILFORD, CT 06437203-738-0026agemy.comLinkedIn1-10 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 | AFSI 401(K) PLAN | 401k | $566K | 6 | 2024 |
Retirement plans