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PDS PLANNING, INC.

EIN 31-1255560-financial services-Latest filing 2024
Plans
1
Retirement
1
$5.5M assets
Welfare
0
Participants
21
475 METRO PL. S., SUITE 460 - DUBLIN, OH 43017614-481-8449pdsplanning.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$5.5M - 21 part

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Retirement#001

PDS PLANNING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.5M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PDS PLANNING, INC. 401(K) PROFIT SHARING PLAN401k$5.5M212024
Retirement plans
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