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MARES FINANCIAL PLANNING

EIN 20-3971364-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$768K assets
Welfare
0
Participants
6
909 WEST ASSOCIATION DRIVE - APPLETON, WI 54914920-830-6400
Plans on this EIN
1 filing
#002401k-$768K - 6 part

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Retirement#002

MARES FINANCIAL PLANNING 401(K) PROFIT SHARING PLAN

401k

Assets$768K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MARES FINANCIAL PLANNING 401(K) PROFIT SHARING PLAN401k$768K62025
Retirement plans
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