Sponsor portfolio
ALO FINANCIAL PLANNING
EIN 83-1176790financial servicesLatest filing 2025
Plans
1
Retirement
1
$497K assets
Welfare
0
Participants
2
200 EAST EVERGREEN AVENUE, SUITE 127 - MOUNT PROSPECT, IL 60056224-250-9373alo.financialLinkedIn1-10 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 | ALO FINANCIAL PLANNING RETIREMENT TRUST | 401k | $497K | 2 | 2025 |
Retirement plans