Defined Financial Planning LLC

EIN 85-0655239financial servicesLatest filing 2025

Plans

Retirement

$91K assets

Welfare

Participants

899 NORTHGATE DR STE 300 - SAN RAFAEL, CA 94903510-200-8655definedplanning.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$91K - 3 part

Plan deep-dives

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Retirement#001

DEFINED FINANCIAL PLANNING 401(K) PLAN

401(k)

Assets$91K

Participants3

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	DEFINED FINANCIAL PLANNING 401(K) PLAN	401(k)	$91K	3	2025

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio