Sponsor portfolio
STRATEGIC PLANNING GROUP, INC.
EIN 20-4706042financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
2
10150 LANTERN ROAD, SUITE 150 - FISHERS, IN 46037317-284-5324spgfinancial.comLinkedIn1-10 employeesfinancial services
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 | STRATEGIC PLANNING GROUP, INC. 401(K) RETIREMENT PLAN | 401k | $2.2M | 2 | 2025 |
Retirement plans