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  1. Companies/
  2. Brendan G Meyer Cfp(r)

Filings through Oct 24, 2026.

Brendan G Meyer Cfp(r)

EIN 20-8909715-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$542K assets
Health & Benefits
0
Participants
4
50 MAIN ST. SUITE 1227 - WHITE PLAINS, NY 10606914-367-0925
Plans on this EIN
1 filing
#001401(k)-$542K - 4 part

Plan summaries

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

Retirement#001

BRENDAN G MEYER CFP(R) 401(K) PLAN

401(k)

Assets$542K
Participants4
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
#001BRENDAN G MEYER CFP(R) 401(K) PLAN401(k)$542K42025
  • BRENDAN G MEYER CFP(R) 401(K) PLAN$542K
    #001 · 401(k) · 20254
Retirement plans
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