Sponsor portfolio
STRATEGIC ESTATE PLANNING SERVICES INC.
EIN 75-2761815Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$256K assets
Welfare
0
Participants
9
4425 PLANO PARKWAY,, SUITE 101, BUILDING #1 - CARROLLTON, TX 75010800-381-8870LinkedIn11-50 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STRATEGIC ESTATE PLANNING SERVICES 401(K) PLAN | 401k | $256K | 9 | 2025 |
Retirement plans