Sponsor portfolio
SAM GRECO FINANCIAL
EIN 88-1958066Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$194K assets
Welfare
0
Participants
3
6515 GRAND TETON PLAZA, SUITE 135 - MADISON, WI 53717608-831-3535
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 | SAM GRECO FINANCIAL 401(K) PLAN | 401k | $194K | 3 | 2025 |
Retirement plans