Sponsor portfolio
FIDUCIARY PLANNING, LLC
EIN 83-4504962Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$429K assets
Welfare
0
Participants
6
5569 SHADOW LAWN DRIVE - SARASOTA, FL 34242610-399-1500
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 | FIDUCIARY PLANNING, LLC 401(K) PLAN | 401k | $429K | 6 | 2024 |
Retirement plans