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FINANCIAL & ESTATE PLANNING, INC

EIN 93-1245814-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.1M assets
Welfare
0
Participants
4
2192 NE STEPHENS ST - ROSEBURG, OR 97470541-440-6868
Plans on this EIN
1 filing
#001401k-$3.1M - 4 part

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Retirement#001

FINANCIAL & ESTATE PLANNING INC 401K PSP

401k

Assets$3.1M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINANCIAL & ESTATE PLANNING INC 401K PSP401k$3.1M42025
Retirement plans
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