Sponsor portfolio
JOURNEY FINANCIAL PLANNERS, LLC
EIN 26-2261523Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$404K assets
Welfare
0
Participants
5
747 MAIN STREET, SUITE 120 - CONCORD, MA 01742978-369-2911
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 | JOURNEY FINANCIAL PLANNERS RETIREMENT TRUST | 401k | $404K | 5 | 2024 |
Retirement plans