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COOSA FINANCIAL PLANNING

EIN 87-3543494-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$625K assets
Welfare
0
Participants
3
901 NORTH BROAD STREET, SUITE 420 - ROME, GA 30161706-413-2217
Plans on this EIN
1 filing
#001401k-$625K - 3 part

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Retirement#001

COOSA FINANCIAL PLANNING 401(K) PROFIT SHARING PLAN

401k

Assets$625K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COOSA FINANCIAL PLANNING 401(K) PROFIT SHARING PLAN401k$625K32025
Retirement plans
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