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PETERS FINANCIAL PLANNING LLC

EIN 81-1845424-financial services-Latest filing 2025
Plans
1
Retirement
1
$211K assets
Welfare
0
Participants
5
2630 ELECTRIC ROAD - ROANOKE, VA 24018540-266-9258davidpetersfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$211K - 5 part

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Retirement#001

PETERS FINANCIAL PLANNING 401(K)

401k

Assets$211K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PETERS FINANCIAL PLANNING 401(K)401k$211K52025
Retirement plans
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