Sponsor portfolio
PLOTKIN FINANCIAL ADVISORS, LLC
EIN 59-3771594financial servicesLatest filing 2024
Plans
1
Retirement
1
$577K assets
Welfare
0
Participants
6
8401 CONNECTICUT AVENUE, SUITE 400 - CHEVY CHASE, MD 20815301-907-9790pfallc.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 | PLOTKIN FINANCIAL ADVISORS PROFIT SHARING PLAN | ProfitSharing | $577K | 6 | 2024 |
Retirement plans