Sponsor portfolio

FINANCIAL PLANNING INVESTMENT GROUP, INC.

EIN 65-0648310financial servicesLatest filing 2025

Plans

Retirement

$1.8M assets

Welfare

Participants

1615 FORUM PLACE, SUITE 1A - WEST PALM BEACH, FL 33401561-689-5724fpiginc.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#003401k-$1.8M - 9 part

Plan deep-dives

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Retirement#003

FINANCIAL PLANNING INVESTMENT GROUP INC. 401(K) PLAN

401k

Assets$1.8M

Participants9

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
003	FINANCIAL PLANNING INVESTMENT GROUP INC. 401(K) PLAN	401k	$1.8M	9	2025

Retirement plans