Sponsor portfolio
ACCARDI FINANCIAL GROUP LLC
EIN 92-1464407Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$360K assets
Welfare
0
Participants
7
85 POST OFFICE PARK, SUITE 8525 - WILBRAHAM, MA 01095413-596-5700
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 | ACCARDI FINANCIAL GROUP 401(K) PLAN | 401k | $360K | 7 | 2025 |
Retirement plans