Sponsor portfolio
ALBION FINANCIAL GROUP
EIN 87-0392058investment managementLatest filing 2025
Plans
1
Retirement
1
$15.8M assets
Welfare
0
Participants
43
812 EAST 2100 SOUTH - SALT LAKE CITY, UT 84106801-487-3700albionfinancial.comLinkedIn11-50 employeesinvestment management
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 | ALBION FINANCIAL GROUP RETIREMENT PLAN | 401k | $15.8M | 43 | 2025 |
Retirement plans