Sponsor portfolio
FORBES FINANCIAL PLANNING, INC.
EIN 26-0239476financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
5
660 MAIN STREET, C-3 - EAST GREENWICH, RI 02818401-885-7300forbesplanning.comLinkedIn1-10 employeesfinancial services
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 | FFP 401(K) PLAN | 401k | $1.6M | 5 | 2025 |
Retirement plans