Sponsor portfolio
MY ADVISOR & PLANNER LLC
EIN 47-3165763financial servicesLatest filing 2024
Plans
1
Retirement
1
$116K assets
Welfare
0
Participants
3
65 N. RIVER LANE, STE. 212 - GENEVA, IL 60134630-457-4068mapyourfuture.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MY ADVISOR & PLANNER LLC 401 (K) PROFIT SHARING | 401k | $116K | 3 | 2024 |
Retirement plans