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  2. Erdelyi Insurance and Financial Services

Filings through Oct 24, 2026.

Erdelyi Insurance and Financial Services

EIN 84-3743080-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$36K assets
Health & Benefits
0
Participants
9
2521 GROSS POINT RD STE 1 - EVANSTON, IL 60201847-530-4994
Plans on this EIN
1 filing
#001401(k)-$36K - 9 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ERDELYI INSURANCE AND FINANCIAL SERVICES 401(K) PLAN

401(k)

Assets$36K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ERDELYI INSURANCE AND FINANCIAL SERVICES 401(K) PLAN401(k)$36K92025
  • ERDELYI INSURANCE AND FINANCIAL SERVICES 401(K) PLAN$36K
    #001 · 401(k) · 20259
Retirement plans
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