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PROFESSIONAL PLANNING & WEALTH, LLC

EIN 84-4780285-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
4
242 S. PLEASANTBURG DR. - GREENVILLE, SC 29607864-626-4380proplanwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.1M - 4 part

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Retirement#001

PROFESSIONAL PLANNING & WEALTH 401(K) PLAN

401k

Assets$2.1M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROFESSIONAL PLANNING & WEALTH 401(K) PLAN401k$2.1M42025
Retirement plans
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