Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VERISMO FINANCIAL
EIN 99-4936508Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$716K assets
Welfare
0
Participants
22
320 S. CANAL ST., SUITE 2975 - CHICAGO, IL 60606312-763-9662
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $716K assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VERISMO FINANCIAL CASH BALANCE PLAN
CashBalance
Assets$391K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VERISMO FINANCIAL 401(K) PROFIT SHARING PLAN
401k
Assets$325K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VERISMO FINANCIAL CASH BALANCE PLAN | CashBalance | $391K | 11 | 2025 | |
| 001 | VERISMO FINANCIAL 401(K) PROFIT SHARING PLAN | 401k | $325K | 11 | 2025 |
Retirement plans