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CAPITAL FINANCIAL PLANNERS, LLC

EIN 20-8352340-financial services-Latest filing 2025
Plans
1
Retirement
1
$359K assets
Welfare
0
Participants
7
1640 LIBERTY ST. SE - SALEM, OR 973024348503-585-1067capfina.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$359K - 7 part

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Retirement#001

THE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA

401k

Assets$359K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA401k$359K72025
Retirement plans
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