Sponsor portfolio
APPLIED PLANNING, INC.
EIN 33-0761582environmental servicesLatest filing 2024
Plans
1
Retirement
1
$584K assets
Welfare
0
Participants
5
11762 DE PALMA ROAD 1C 310 - CORONA, CA 92883909-937-0333appliedplanning.comLinkedIn1-10 employeesenvironmental services
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 | |
|---|---|---|---|---|---|---|
| 002 | APPLIED PLANNING, INC. PROFIT SHARING PLAN & TRUST | 401k | $584K | 5 | 2024 |
Retirement plans