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FINANCIAL LIFE CONCEPTS

EIN 46-4416940-financial services-Latest filing 2025
Plans
1
Retirement
1
$475K assets
Welfare
0
Participants
2
16935 W BERNARDO DRIVE, SUITE 228 - SAN DIEGO, CA 92127858-485-1919financiallifeconcepts.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$475K - 2 part

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Retirement#001

FINANCIAL LIFE CONCEPTS 401(K) P/S PLAN

401k

Assets$475K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINANCIAL LIFE CONCEPTS 401(K) P/S PLAN401k$475K22025
Retirement plans
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