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  2. Advanced Planning Insurance and Financial Group, Inc.

Filings through Oct 24, 2026.

Advanced Planning Insurance and Financial Group, Inc.

EIN 33-0816197-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$193K assets
Health & Benefits
0
Participants
6
4770 CAMPUS DR STE 210 - NEWPORT BEACH, CA 92660949-501-4600
Plans on this EIN
1 filing
#001401(k)-$193K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ADVANCED PLANNING GROUP, INC. 401(K) PLAN

401(k)

Assets$193K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ADVANCED PLANNING GROUP, INC. 401(K) PLAN401(k)$193K62025
  • ADVANCED PLANNING GROUP, INC. 401(K) PLAN$193K
    #001 · 401(k) · 20256
Retirement plans
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