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  1. Companies/
  2. Accredited Investor Services, LLC Dba Ais Planning

Filings through Oct 24, 2026.

Accredited Investor Services, LLC Dba Ais Planning

EIN 81-3320514-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$6.4M assets
Health & Benefits
0
Participants
16
622 ROOSEVELT ROAD, SUITE 160 - ST. CLOUD, MN 56301320-252-6552
Plans on this EIN
1 filing
#001401(k)-$6.4M - 16 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

AIS PLANNING 401(K) PROFIT SHARING PLAN

401(k)

Assets$6.4M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AIS PLANNING 401(K) PROFIT SHARING PLAN401(k)$6.4M162025
  • AIS PLANNING 401(K) PROFIT SHARING PLAN$6.4M
    #001 · 401(k) · 202516
Retirement plans
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