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ADDESSI FINANCIAL PARTNERS

EIN 59-2748315-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
13
16524 POINTE VILLAGE DRIVE STE 200 - LUTZ, FL 33558727-845-7572addessifinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.7M - 13 part

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Retirement#001

ADDESSI FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN

401k

Assets$2.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADDESSI FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN401k$2.7M132025
Retirement plans
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