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FINANCIAL PLAN, INC.

EIN 91-1813176-financial services-Latest filing 2025
Plans
1
Retirement
1
$11.1M assets
Welfare
0
Participants
17
11 BELLWETHER WAY SUITE 301 - BELLINGHAM, WA 98225360-714-1234financialplaninc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$11.1M - 17 part

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Retirement#001

FINANCIAL PLAN, INC. 401(K) PLAN

401k

Assets$11.1M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINANCIAL PLAN, INC. 401(K) PLAN401k$11.1M172025
Retirement plans
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