Sponsor portfolio
MILNE FINANCIAL PLANNING
EIN 03-0364775financial servicesLatest filing 2024
Plans
1
Retirement
1
$175K assets
Welfare
0
Participants
2
410 N SHORE RD - WEST DANVILLE, VT 05873802-249-7107milnefeeonly.comLinkedIn1-10 employeesfinancial services
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 | MILNE FINANCIAL PLANNING 401(K) P/S PLAN | 401k | $175K | 2 | 2024 |
Retirement plans