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CAPITAL PLANNING SERVICES, CORP.

EIN 23-2872074-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$4.0M assets
Welfare
0
Participants
18
4505 SAUCON CREEK ROAD, SUITE 100 - CENTER VALLEY, PA 18034610-871-3500
Plans on this EIN
1 filing
#001401k-$4.0M - 18 part

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Retirement#001

CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN

401k

Assets$4.0M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN401k$4.0M182025
Retirement plans
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