Sponsor portfolio
STRATEGIC FINANCIAL PLANNING GROUP INC
EIN 30-0194587Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
2
8601 SIX FORKS RD STE 210 - RALEIGH, NC 276155965919-539-2154
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STRATEGIC FINANCIAL PLANNING GROUP, INC 401K | 401k | $2.1M | 2 | 2025 |
Retirement plans