How big is Defilippis Financial Group LLC's plan?

Defilippis Financial Group LLC's plan reported $359K in assets and 3 participants for 2025.

Original filing (PDF)20260507105029NAL0003216656001

Defilippis Financial Group LLC

Name: Defilippis Financial Group LLC — Defilippis, Form 5500 (2025)
Creator: Defilippis Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defilippis Financial Group LLC 401(k) Plan

401(k) retirement plan · Defilippis Financial Group LLC's Defilippis Financial Group LLC 401(k) Plan held $359K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

Plan identifiers

Defilippis Financial Group LLC's EIN is 86-3577226.

EIN 86-3577226

Plan number 001

Plan year 2025

ACK ID 20260507105029NAL0003216656001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Defilippis Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Defilippis Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DEFILIPPIS FINANCIAL GROUP LLC

EIN

all filings

Address

323 SUNNY ISLES BLVD - SUITE 700 · SUNNY ISLES BEACH, FL · 331604681

Phone

(630) 668-3030

Industry

Finance & Insurance

Plan administrator