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GEN Y PLANNING LLC

EIN 81-1041096-financial services-Latest filing 2025
Plans
1
Retirement
1
$535K assets
Welfare
0
Participants
3
1401 LAVACA ST. PMB 47955 - AUSTIN, TX 78701612-790-7955genyplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$535K - 3 part

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Retirement#001

GEN Y PLANNING LLC 401(K)

401k

Assets$535K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GEN Y PLANNING LLC 401(K)401k$535K32025
Retirement plans
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