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UNDERHILL FINANCIAL ADVISORS, LLC

EIN 86-1012452-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.2M assets
Welfare
0
Participants
5
3146 N SWAN ROAD - TUCSON, AZ 85712520-795-2950underhillfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.2M - 5 part

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Retirement#001

UNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$4.2M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN401k$4.2M52025
Retirement plans
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