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FAMILY TREE FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN

EIN 26-3152261-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$84K assets
Welfare
0
Participants
2
2029 BAYSIDE PKWY - FORT MYERS, FL 33901
Plans on this EIN
1 filing
#001401k-$84K - 2 part

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Retirement#001

FAMILY TREE FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN

401k

Assets$84K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY TREE FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN401k$84K22025
Retirement plans
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