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XENA FINANCIAL PLANNING LLC

EIN 99-4996311-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$806K assets
Welfare
0
Participants
4
650 NE HOLLADAY ST, 1600 - PORTLAND, OR 97232503-714-7357
Plans on this EIN
1 filing
#001401k-$806K - 4 part

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Retirement#001

XENA FINANCIAL PLANNING 401(K) PLAN

401k

Assets$806K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001XENA FINANCIAL PLANNING 401(K) PLAN401k$806K42025
Retirement plans
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