Filings through .
Sponsor portfolio
Toler Financial Group, LLC
EIN 82-4686127financial servicesLatest filing 2025
Plans
1
Retirement
1
$540K assets
Welfare
0
Participants
9
1100 WAYNE AVE, SUITE 670 - SILVER SPRING, MD 20910301-825-8705tolerfinancialgroup.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 | TOLER FINANCIAL GROUP, LLC 401(K) PLAN | 401(k) | $540K | 9 | 2025 |
Retirement plans