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WEALTH PLANNING RESOURCES, LLC

EIN 45-4480836-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
5
303 WYMAN ST SUITE 275, SUITE 275 - WALTHAM, MA 02451781-547-5621financialconnector.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.7M - 5 part

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Retirement#001

WEALTH PLANNING RESOURCES, LLC 401(K) PLAN

401k

Assets$1.7M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEALTH PLANNING RESOURCES, LLC 401(K) PLAN401k$1.7M52025
Retirement plans
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