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THE PLANNING GROUP

EIN 52-2174982-financial services-Latest filing 2025
Plans
1
Retirement
1
$707K assets
Welfare
0
Participants
8
500 COUNTRY PINE LANE, SUITE 1 - BATTLE CREEK, MI 49015269-441-5007tpgbc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$707K - 8 part

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Retirement#001

THE PLANNING GROUP 401K PLAN

401k

Assets$707K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PLANNING GROUP 401K PLAN401k$707K82025
Retirement plans
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