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  1. Companies/
  2. Society for Financial Education

Filings through Oct 24, 2026.

Society for Financial Education

EIN 52-2116419-Educational Services-Latest filing 2025
Plans
1
Retirement
1
$187K assets
Health & Benefits
0
Participants
10
700 LOCH NESS CIR - FORT WASHINGTON, MD 20744240-462-8013
Plans on this EIN
1 filing
#001401(k)-$187K - 10 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SOCIETY FOR FINANCIAL EDUCATION 401K

401(k)

Assets$187K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SOCIETY FOR FINANCIAL EDUCATION 401K401(k)$187K102025
  • SOCIETY FOR FINANCIAL EDUCATION 401K$187K
    #001 · 401(k) · 202510
Retirement plans
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