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Sponsor portfolio

JEFFREY N. MEHLER, CFP LLC

EIN 20-2112135-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
9
147 WESTBROOK ROAD - ESSEX, CT 06426860-767-9700jnmehler.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$1.4M - 9 part

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Retirement#001

JEFFREY N. MEHLER, CFP LLC 401K PLAN

401k

Assets$1.4M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEFFREY N. MEHLER, CFP LLC 401K PLAN401k$1.4M92024
Retirement plans
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