Filings through .
Sponsor portfolio
Defilippis Financial Group LLC
EIN 86-3577226Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$359K assets
Welfare
0
Participants
5
323 SUNNY ISLES BLVD - SUITE 700 - SUNNY ISLES BEACH, FL 331604681630-668-3030
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 | DEFILIPPIS FINANCIAL GROUP LLC 401(K) PLAN | 401(k) | $359K | 5 | 2025 |
Retirement plans