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  1. Companies/
  2. Partners in Financial Planning, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Partners in Financial Planning, LLC

EIN 27-1047485-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.4M assets
Welfare
0
Participants
18
421 S. COLLEGE AVENUE - SALEM, VA 24153540-444-2930partnersinfinancialplanning.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$4.4M - 18 part

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Retirement#001

PARTNERS IN FINANCIAL PLANNING, LLC 401(K) PLAN

401(k)

Assets$4.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARTNERS IN FINANCIAL PLANNING, LLC 401(K) PLAN401(k)$4.4M182025
Retirement plans
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