Sponsor portfolio
PRUDENT FINANCIAL PLANNING LLC
EIN 82-1110692financial servicesLatest filing 2025
Plans
1
Retirement
1
$40K assets
Welfare
0
Participants
3
4850 TAMIAMI TRAIL, SUITE 301 - NAPLES, FL 34120239-230-0395prudentfinancialplan.comLinkedIn1-10 employeesfinancial services
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 | PRUDENT FINANCIAL PLANNING 401(K) PLAN | 401k | $40K | 3 | 2025 |
Retirement plans