Sponsor portfolio
E3 FINANCIAL PLANNING, LLC
EIN 26-2418291investment bankingLatest filing 2024
Plans
1
Retirement
1
$954K assets
Welfare
0
Participants
4
175 HIGHLAND AVENUE, SUITE 304 - NEEDHAM, MA 02494339-225-4046LinkedIn1-10 employeesinvestment banking
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 | E3 FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN | 401k | $954K | 4 | 2024 |
Retirement plans