Sponsor portfolio
LIFEPLAN FINANCIAL DESIGN
EIN 26-2893222financial servicesLatest filing 2025
Plans
1
Retirement
1
$376K assets
Welfare
0
Participants
9
2190 COMMONS PKWY - OKEMOS, MI 488643986517-323-7526mylifeplanfinancial.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 | LIFEPLAN FINANCIAL DESIGN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $376K | 9 | 2025 |
Retirement plans