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SENIOR FINANCIAL PLANNING LLC

EIN 37-1467122-financial services-Latest filing 2025
Plans
1
Retirement
1
$795K assets
Welfare
0
Participants
4
2551 ROSWELL ROAD NE - MARIETTA, GA 30062770-973-5220srfinancialplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$795K - 4 part

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Retirement#001

SENIOR FINANCIAL PLANNING LLC 401(K) PROFIT SHARING PLAN AND T

401k

Assets$795K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SENIOR FINANCIAL PLANNING LLC 401(K) PROFIT SHARING PLAN AND T401k$795K42025
Retirement plans
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