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ASSET PLANNING GROUP, INC.

EIN 65-0397092-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
2
1450 MADRUGA AVE STE 306-A - CORAL GABLES, FL 331463164305-666-5198assetplanninggroup.netLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.1M - 2 part

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Retirement#001

ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST

401k

Assets$1.1M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST401k$1.1M22025
Retirement plans
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