Sponsor portfolio
DANIEL N. SAXE INCOME TAX, INC. DBA DANIEL N. SAXE CFP
EIN 11-3141193Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$624K assets
Welfare
0
Participants
3
500 BI-COUNTRY BLVD, SUITE 202N - FARMINGDALE, MI 11735631-390-4380
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 | DANIEL N. SAXE CFP 401(K) PSP | 401k | $624K | 3 | 2025 |
Retirement plans