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  2. REBEKAH J. FERO, CFP, LLC
Sponsor portfolio

REBEKAH J. FERO, CFP, LLC

EIN 27-0964577-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
3
17843 MURDOCK CIRCLE, UNIT 7B - PORT CHARLOTTE, FL 33948941-625-5811
Plans on this EIN
1 filing
#001401k-$1.9M - 3 part

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Retirement#001

FERO FINANCIAL SERVICES 401(K) PLAN & TRUST

401k

Assets$1.9M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FERO FINANCIAL SERVICES 401(K) PLAN & TRUST401k$1.9M32025
Retirement plans
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