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FONTANA FINANCIAL PLANNING LLC

EIN 85-4192722-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
5
12240 INWOOD RD, SUITE 450 - DALLAS, TX 75244214-400-1002fontanafinancialplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.7M - 5 part

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Retirement#001

FONTANA FINANCIAL PLANNING 401K PLAN

401k

Assets$1.7M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FONTANA FINANCIAL PLANNING 401K PLAN401k$1.7M52025
Retirement plans
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