Sponsor portfolio
FINANCIAL PLANNING ASSOCIATES, LLC
EIN 23-3012396Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$6.1M assets
Welfare
0
Participants
18
300 WILLOWBROOK LANE - SUITE 315 - WEST CHESTER, PA 19382610-627-5566
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 | FINANCIAL PLANNING ASSOCIATES, LLC 401K PROFIT SHARING PLAN | 401k | $6.1M | 18 | 2024 |
Retirement plans