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Filings through Oct 24, 2026.

Financial Independence Plannin

EIN 57-1196970-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.3M assets
Health & Benefits
0
Participants
24
1495 ALAN WOOD RD STE 100 - CONSHOHOCKEN, PA 194281134610-825-5521myfipadvisor.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$2.3M - 24 part

Plan summaries

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

Retirement#001

FINANCIAL INDEPENDENCE PLANNIN 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$2.3M
Participants24
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
#001FINANCIAL INDEPENDENCE PLANNIN 401(K) PROFIT SHARING PLAN & TRUST401(k)$2.3M242025
  • FINANCIAL INDEPENDENCE PLANNIN 401(K) PROFIT SHARING PLAN & TRUST$2.3M
    #001 · 401(k) · 202524
Retirement plans
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