Accredited Investor Services, LLC DBA AIS Planning (EIN 81-3320514) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $5.2M in plan assets and 11 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| AIS Planning 401(k) Profit Sharing Plan | 001 | 11 | $5.2M |
81-3320514 is the Employer Identification Number (EIN) Accredited Investor Services, LLC DBA AIS Planning 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 Minnesota EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
