Sponsor portfolio
LAUREL WEALTH PLANNING, LLC
EIN 45-3971980financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
10
3300 EDINBOROUGH WAY, SUITE 790 - EDINA, MN 55435952-854-6250laurelwealthplanning.comLinkedIn1-10 employeesfinancial services
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 | |
|---|---|---|---|---|---|---|
| 001 | LAUREL WEALTH PLANNING 401(K) SAVINGS PLAN | 401k | $1.6M | 10 | 2025 |
Retirement plans