Sponsor portfolio
SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC
EIN 26-2399768Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$85K assets
Welfare
0
Participants
3
2955 PINEDA PLAZA WAY, 126 - MELBOURNE, FL 32940321-259-6239
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 | SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC RETIREMENT TRUST | 401k | $85K | 3 | 2024 |
Retirement plans