Sponsor portfolio
THE PLANNING GROUP, INC.
EIN 36-2850086Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
2
465 CENTRAL AVENUE, #201 - NORTHFIELD, IL 60093847-446-9534
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 | N.J. BROWN & ASSOCIATES, LTD. SAVINGS PLAN AND TRUST | 401k | $1.8M | 2 | 2025 |
Retirement plans