Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HADAD-MILINAZZO FINANCIAL GROUP, INC.
EIN 84-1560450financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
8
469 S. CHERRY ST., STE 210 - DENVER, CO 80246720-941-1111hmfginc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HADAD-MILINAZZO FINANCIAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HADAD-MILINAZZO FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN
401k
Assets$683K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HADAD-MILINAZZO FINANCIAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $1.9M | 4 | 2025 | |
| 002 | HADAD-MILINAZZO FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN | 401k | $683K | 4 | 2025 |
Retirement plans