Filings through .
Sponsor portfolio
D&L Financial Advisors, LLC
EIN 81-4320416Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$149K assets
Welfare
0
Participants
3
555 S INDUSTRIAL DR STE 11 - HARTLAND, WI 53029262-367-6656
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 | D&L FINANCIAL ADVISORS, LLC 401(K) PLAN | 401(k) | $149K | 3 | 2025 |
Retirement plans