Sponsor portfolio
FINANCIAL PLANNING SOLUTIONS, LLC DBA STRATEGIC FINANCIAL SERVICES
EIN 82-3464393Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$329K assets
Welfare
0
Participants
2
4545 BISSONNET STREET, SUITE 284 - BELLAIRE, TX 77401281-822-0272
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 | STRATEGIC FINANCIAL SERVICES 401(K) PLAN | 401k | $329K | 2 | 2025 |
Retirement plans