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  1. Companies/
  2. KDM Financial Planners Incorporated

Filings through Oct 24, 2026.

KDM Financial Planners Incorporated

EIN 20-3159971-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$278K assets
Health & Benefits
0
Participants
5
321 STEVENS STREET, STE R - GENEVA, IL 60134630-232-9097
Plans on this EIN
1 filing
#001401(k)-$278K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

KDM FINANCIAL PLANNERS INCORPORATED RETIREMENT TRUST

401(k)

Assets$278K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KDM FINANCIAL PLANNERS INCORPORATED RETIREMENT TRUST401(k)$278K52025
  • KDM FINANCIAL PLANNERS INCORPORATED RETIREMENT TRUST$278K
    #001 · 401(k) · 20255
Retirement plans
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