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MONICA A. CALLEN, CFP

EIN 47-4044223-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
2
19217 36TH AVENUE W, SUITE 205 - LYNNWOOD, WA 98063206-448-1231
Plans on this EIN
1 filing
#001401k-$1.3M - 2 part

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Retirement#001

MONICA A. CALLEN, CFP 401(K) PLAN

401k

Assets$1.3M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONICA A. CALLEN, CFP 401(K) PLAN401k$1.3M22024
Retirement plans
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