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  2. Perspective Financial Group, Inc.

Filings through Oct 24, 2026.

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Perspective Financial Group, Inc.

EIN 84-1992041-financial services-Latest filing 2025
Plans
1
Retirement
1
$301K assets
Welfare
0
Participants
5
3500 DEPAUW BOULEVARD, SUITE 2042 - INDIANAPOLIS, IN 46268317-468-9317perspectivefin.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$301K - 5 part

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Retirement#001

PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN

401(k)

Assets$301K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERSPECTIVE FINANCIAL GROUP, INC. 401(K) PLAN401(k)$301K52025
Retirement plans
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