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PLANFUL FINANCE

EIN 88-3452627-financial services-Latest filing 2025
Plans
1
Retirement
1
$82K assets
Welfare
0
Participants
2
525 3RD STREET, SUITE 200 - LAKE OSWEGO, OR 97034503-395-5005planfulfinance.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$82K - 2 part

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Retirement#001

PLANFUL FINANCE 401(K) PLAN

401k

Assets$82K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLANFUL FINANCE 401(K) PLAN401k$82K22025
Retirement plans
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