Sponsor portfolio
FINANCIAL STAGES, LLC D/B/A PLAN & ACT
EIN 81-1881825Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$45K assets
Welfare
0
Participants
3
912 S. MAIN STREET - BUENA VISTA, CO 81211719-966-5100
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 | PLAN & ACT 401(K) PLAN | 401k | $45K | 3 | 2025 |
Retirement plans