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  2. Loc Financial Planning Group, Inc.

Filings through Oct 24, 2026.

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Loc Financial Planning Group, Inc.

EIN 92-1374679-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$864K assets
Welfare
0
Participants
6
2750 OLD CENTRE ROAD, SUITE 120 - PORTAGE, MI 49024269-353-8282
Plans on this EIN
1 filing
#001401(k)-$864K - 6 part

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Retirement#001

LOC FINANCIAL PLANNING GROUP, INC. 401(K) RETIREMENT PLAN

401(k)

Assets$864K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOC FINANCIAL PLANNING GROUP, INC. 401(K) RETIREMENT PLAN401(k)$864K62025
Retirement plans
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