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APPLIED FINANCIAL CONCEPTS, INC.

EIN 34-1378392-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.2M assets
Welfare
0
Participants
9
4603 W. STREETSBORO ROAD - RICHFIELD, OH 442860472330-659-2234appliedfin.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.2M - 9 part

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Retirement#001

APPLIED FINANCIAL CONCEPTS, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$4.2M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPLIED FINANCIAL CONCEPTS, INC. PROFIT SHARING PLAN AND TRUST401k$4.2M92025
Retirement plans
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