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THE PERSPECTIVE GROUP, LLC

EIN 45-5254009-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
5
900 MASSACHUSETTS STREET STE 602 - LAWRENCE, KS 66044785-749-1881LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.3M - 5 part

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Retirement#001

THE PERSPECTIVE GROUP, LLC, SAFE HARBOR 401(K) PROFIT SHARING PLAN

401k

Assets$3.3M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PERSPECTIVE GROUP, LLC, SAFE HARBOR 401(K) PROFIT SHARING PLAN401k$3.3M52025
Retirement plans
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