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PHD FINANCIAL LLC

EIN 45-4931493-financial services-Latest filing 2025
Plans
1
Retirement
1
$523K assets
Welfare
0
Participants
4
315 DYER RD. - WEST PALM BEACH, FL 33405561-508-7558phdfinancialllc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$523K - 4 part

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Retirement#001

PHD FINANCIAL 401(K) PLAN

401k

Assets$523K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHD FINANCIAL 401(K) PLAN401k$523K42025
Retirement plans
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