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  1. Companies/
  2. A to Z Financial Planning LLC

Filings through Oct 24, 2026.

A to Z Financial Planning LLC

EIN 87-1043493-financial services-Latest filing 2025
Plans
1
Retirement
1
$52K assets
Health & Benefits
0
Participants
3
7071 SOUTH 13TH STREET, SUITE 104 - OAK CREEK, WI 53154414-856-9800a2zplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$52K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

A TO Z FINANCIAL PLANNING LLC 401(K) P/S PLAN

401(k)

Assets$52K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001A TO Z FINANCIAL PLANNING LLC 401(K) P/S PLAN401(k)$52K32025
  • A TO Z FINANCIAL PLANNING LLC 401(K) P/S PLAN$52K
    #001 · 401(k) · 20253
Retirement plans
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