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THE PLANNING PROJECT LLC, DBA THE SUM

EIN 82-4645997-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$405K assets
Welfare
0
Participants
9
4526 RESEARCH FOREST DR, SUITE 240 - THE WOODLANDS, TX 77381281-940-4859
Plans on this EIN
1 filing
#001401k-$405K - 9 part

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Retirement#001

THE PLANNING PROJECT LLC, DBA THE SUM 401(K) PLAN

401k

Assets$405K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PLANNING PROJECT LLC, DBA THE SUM 401(K) PLAN401k$405K92025
Retirement plans
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