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UMBACH FINANCIAL GROUP, LLC

EIN 65-1059373-Real Estate and Rental and Leasing-Latest filing 2025
Plans
1
Retirement
1
$197K assets
Welfare
0
Participants
15
525 SOUTH FLAGLER DR., STE 100 - WEST PALM BEACH, FL 33401561-805-9825joesfinancial.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$197K - 15 part

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Retirement#001

UMBACH FINANCIAL GROUP, LLC 401(K) PLAN

401k

Assets$197K
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UMBACH FINANCIAL GROUP, LLC 401(K) PLAN401k$197K152025
Retirement plans
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