Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONCEPTUAL FINANCIAL PLANNING, INC.
EIN 39-1501854Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
10
107 W MAIN ST - LITTLE CHUTE, WI 54140920-731-9500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$902K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN
CashBalance
Assets$591K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN | 401k | $902K | 7 | 2025 | |
| 002 | CONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN | CashBalance | $591K | 3 | 2025 |
Retirement plans