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SHG PLANNING, INC.

EIN 11-2870073-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
4
5 HEMLOCK DRIVE - BROOKVILLE, NY 11545516-297-7390shgplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$3.5M - 4 part

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Retirement#002

SHG PLANNING, INC. 401(K) PLAN

401k

Assets$3.5M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHG PLANNING, INC. 401(K) PLAN401k$3.5M42025
Retirement plans
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