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SENSIBLE FINANCIAL PLANNING AN

EIN 04-3638467-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
22
203 CRESCENT ST STE 404 - WALTHAM, MA 024533496781-642-0890sensiblefinancial.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.8M - 22 part

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Retirement#001

SENSIBLE FINANCIAL PLANNING AN 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.8M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SENSIBLE FINANCIAL PLANNING AN 401(K) PROFIT SHARING PLAN & TRUST401k$1.8M222024
Retirement plans
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