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  2. Allied Financial Advisors, LLC

Filings through Oct 24, 2026.

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Allied Financial Advisors, LLC

EIN 84-3845209-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$342K assets
Welfare
0
Participants
7
3 TERRY DR, SUITE 201A - NEWTOWN, PA 18940215-874-6422
Plans on this EIN
1 filing
#001401(k)-$342K - 7 part

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Retirement#001

ALLIED FINANCIAL ADVISORS, LLC 401(K) PLAN

401(k)

Assets$342K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED FINANCIAL ADVISORS, LLC 401(K) PLAN401(k)$342K72025
Retirement plans
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