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CONSOLIDATED PLANNING HOLDINGS, INC

EIN 45-4578110-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
33
6115 PARK SOUTH DRIVE, SUITE 200 - CHARLOTTE, NC 28210704-552-8507cplanning.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.3M - 33 part

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Retirement#001

CONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants33
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONSOLIDATED PLANNING 401(K) PROFIT SHARING PLAN401k$1.3M332025
Retirement plans
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