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THOMAS R. BATES, CFP, LLC

EIN 26-2929793-financial services-Latest filing 2025
Plans
1
Retirement
1
$781K assets
Welfare
0
Participants
4
4656 EXECUTIVE DRIVE, STE 100 - COLUMBUS, OH 43220614-571-4479bates-financial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$781K - 4 part

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Retirement#001

THOMAS R. BATES, CFP, LLC 401(K) PLAN

401k

Assets$781K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THOMAS R. BATES, CFP, LLC 401(K) PLAN401k$781K42025
Retirement plans
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