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MODERN FINANCIAL PLANNING LLC

EIN 27-2221067-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$214K assets
Welfare
0
Participants
2
25 W MAIN ST, UNIT 500 - MADISON, WI 53703608-628-8730
Plans on this EIN
1 filing
#001401k-$214K - 2 part

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Retirement#001

MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 401(K) PLAN

401k

Assets$214K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 401(K) PLAN401k$214K22025
Retirement plans
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