Theodore Financial Group Inc
Denver, CO
Theodore Financial Group Inc of Denver, CO is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,512 in reported broker commissions (plan year 2024).
Quick answer
Theodore Financial Group Inc (Denver, CO) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Theodore Financial Group Inc have?
- Theodore Financial Group Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Theodore Financial Group Inc's largest employer clients?
- By plan participants, the largest include The Ramos Injury Firm LLC (122 participants).
- How much does Theodore Financial Group Inc earn in commissions?
- Insurers reported $1,512 in broker commissions and $361 in fees paid to Theodore Financial Group Inc for plan year 2024, per Schedule A Part 1.
- Where is Theodore Financial Group Inc located?
- Theodore Financial Group Inc is based in Denver, CO.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Theodore Financial Group Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| The Ramos Injury Firm LLC | CO | 122 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.