Sponsor portfolio
TAYLORED FINANCIAL PLANNING
EIN 84-1909522Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$56K assets
Welfare
0
Participants
3
1511 N. WESTSHORE BLVD, SUITE 800 - TAMPA, FL 33607970-412-3497
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 | TG TAYLOR 401(K) PLAN | 401k | $56K | 3 | 2025 |
Retirement plans