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  2. Management Planning, Inc.

Filings through Oct 24, 2026.

Management Planning, Inc.

EIN 21-0646362-financial services-Latest filing 2025
Plans
1
Retirement
1
$33.3M assets
Health & Benefits
0
Participants
84
1000 LENOX DRIVE SUITE 300 - LAWRENCEVILLE, NJ 08648609-955-5734LinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#002401(k)-$33.3M - 84 part

Plan summaries

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

Retirement#002

MANAGEMENT PLANNING, INC. PROFIT SHARING AND SECTION 401(K) PLAN

401(k)

Assets$33.3M
Participants84
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
#002MANAGEMENT PLANNING, INC. PROFIT SHARING AND SECTION 401(K) PLAN401(k)$33.3M842025
  • MANAGEMENT PLANNING, INC. PROFIT SHARING AND SECTION 401(K) PLAN$33.3M
    #002 · 401(k) · 202584
Retirement plans
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