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MLP TAX & FINANCIAL SERVICES, INC.

EIN 06-1725917-financial services-Latest filing 2025
Plans
1
Retirement
1
$8.4M assets
Welfare
0
Participants
12
101 METRO DRIVE, STE. 650 - SAN JOSE, CA 95110408-453-2000mlpfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$8.4M - 12 part

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Retirement#001

MLP RETIREMENT PLAN

401k

Assets$8.4M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MLP RETIREMENT PLAN401k$8.4M122025
Retirement plans
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