Filings through .
Sponsor portfolio
Knox Financial, Inc.
EIN 65-0762517financial servicesLatest filing 2025
Plans
1
Retirement
1
$952K assets
Welfare
0
Participants
3
7806 MATHERN CT - LAKEWOOD RANCH, FL 34202941-355-3411knoxfinancialgrp.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 | KNOX FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $952K | 3 | 2025 |
Retirement plans