Sponsor portfolio
FINANCIAL PLANNING UNLIMITED, INC.
EIN 86-0442696financial servicesLatest filing 2025
Plans
1
Retirement
1
$669K assets
Welfare
0
Participants
3
4545 N 12TH STREET - PHOENIX, AZ 85014602-274-0371fpuinc.comLinkedIn11-50 employeesfinancial services
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 | FINANCIAL PLANNING UNLIMITED 401(K) PROFIT SHARING PLAN | 401k | $669K | 3 | 2025 |
Retirement plans