Filings through .
Sponsor portfolio
Tolley Financial Group, LLC
EIN 81-4773675Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$241K assets
Welfare
0
Participants
2
7101 CREEDMOOR ROAD, SUITE 123 - RALEIGH, NC 27613919-747-9698tolleyfinancialgroup.comLinkedIn1-10 employees
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 | TOLLEY FINANCIAL GROUP 401(K) PLAN | 401(k) | $241K | 2 | 2025 |
Retirement plans