Sponsor portfolio
DAISY FINANCIAL LLC
EIN 92-0589584accountingLatest filing 2025
Plans
1
Retirement
1
$3K assets
Welfare
0
Participants
4
1015 E BROAD ST, SUITE 107 - COLUMBUS, OH 43205614-578-9416daisy-financial.comLinkedIn1-10 employeesaccounting
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 | DAISY FINANCIAL LLC 401(K) PLAN | 401k | $3K | 4 | 2025 |
Retirement plans