Florio Wealth Management (EIN 87-1800758) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $619K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Florio Wealth Management Cash Balance Plan | 002 | 2 | $490K |
| Florio Wealth Management Profit Sharing Plan | 001 | 2 | $128K |
87-1800758 is the Employer Identification Number (EIN) Florio Wealth Management reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Connecticut EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
