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FIRST PERSONAL FINANCIAL SERVICES, INC.

EIN 56-1825782-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
15
2150 PARK DRIVE - CHARLOTTE, NC 28204980-475-3045
Plans on this EIN
1 filing
#001401k-$2.9M - 15 part

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Retirement#001

FIRST PERSONAL FINANCIAL SERVICES 401(K)PROFIT SHARING PLAN

401k

Assets$2.9M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST PERSONAL FINANCIAL SERVICES 401(K)PROFIT SHARING PLAN401k$2.9M152024
Retirement plans
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