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COORDINATED FINANCIAL PLANNING, INC.

EIN 31-1069735-insurance-Latest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
6
4555 LAKE FOREST DRIVE, SUITE 560 - CINCINNATI, OH 45242513-769-3131cfinplan.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401k-$1.2M - 6 part

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Retirement#001

COORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN

401k

Assets$1.2M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN401k$1.2M62024
Retirement plans
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