The Planning Firm, LLC (EIN 81-0966835) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $450K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| The Planning Firm, LLC Cash Balance Pension Plan | 002 | 3 | $329K |
| The Planning Firm, LLC Retirement Plan | 001 | 3 | $120K |
81-0966835 is the Employer Identification Number (EIN) The Planning Firm, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Iowa EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
